3 Transition Specialist Jobs in Princeton, NJ
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Caresoft is Hiring a Transition Specialist Near Princeton, NJ
Job Details
Position: Transition Specialist
Duration: 9 Months
Location: Princeton NJ (Hybrid)
Responsibilities: Act as a resource to the portfolio managers - assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports.
Support activities related to the transition of accounts to Merrill Lynch investment platforms
Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading.
Monitor portfolio exception and compliance reports.
Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
Handle incoming inquiries from advisors, provide a professional investment experience, and resolve account-related issues accurately and efficiently
Maintain accurate and timely client files and notes to ensure all critical information is reflected.
Collaborate with Operations to ensure accounts are properly onboarded and billed, while confirming fee accuracy
Qualifications:
Bachelor degree required
Experience in financial services industry is required.
Strong technology skills and proficiency with Excel, Python and SQL is highly preferred
Well organized, with meticulous attention to detail, and able to prioritize responsibilities effectively in a fast-paced environment
Candidate must demonstrate a strong interest in global financial markets.
Job Summary
Full Time
IT Outsourcing & Consulting
$50k-62k (estimate)
07/13/2024
09/09/2024
caresoftinc.com
SOMERSET, NJ
25 - 50
1994
DEEPAK KHARE
<$5M
IT Outsourcing & Consulting
Related Companies
About Caresoft
Caresoft Inc. specializes in Oracle Hyperion and SAP project work and placing IT subject matter experts on projects as consultants. CSI works to ensure their clients success by exceeding their expectations and providing visionary solutions for future growth and the best possible outcomes. Certified Oracle Partner Certified Microsoft Partner Certified IBM Business Partner Certified SUN iForce Partner Certified Symantec Partner Caresoft Inc. | 220 Lincoln Blvd., Suite 300, Middlesex, NJ 08846 | www.caresoftinc.com Phone: 732-764-9500 | E-mail: info@caresoftinc.com ~ http://www.TheHyperionTeam.co...m http://www.24x7SLA.com USA | CANADA | MEXICO | CARIBBEAN | INDIA Among fastest 50 growing NJ Tech Companies 5 consecutive years - Deloitte & Touch Nominated for Fortune List of - 100 Best SM Companies to work for - Great Places to Work Institute / Fortune Top 100 Outsourcing Vendors - "Black Book of Outsourcing" By Outsourcing Management Institute
More
Show less
The following is the career advancement route for Transition Specialist positions, which can be used as a reference in future career path planning. As a Transition Specialist, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Transition Specialist. You can explore the career advancement for a Transition Specialist below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
