Job #: 1262

Title: Financial Support

Region:

  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 2 months ago

    Momentum is looking for someone to provide Financial Support.

    Role Overview:
    • Review and process managed account applications and service requests
    • Proactively respond to inquiries from Eagle Strategies Advisors
    • Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
    • Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
    • Identify and resolve operational and compliance issues that may arise during daily activities
    • Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity
    Qualifications:
    • Bachelor’s Degree or 2 years of relevant experience
    • Knowledge of the managed account industry
    • Proficiency with Microsoft Office
    • Strong customer service skills and comfort with inbound/outbound calls
    • Schedule flexibility and strong work ethic

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