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Investment Services Specialist 1

Company: Johnson & Hill
Location: Chicopee
Posted on: June 6, 2021

Job Description:

Are you a financial/investment pro who’ s looking for a great foot-in-the-door opportunity? This Investment Services Representative role is expected to last through December, so it’ s a great chance to really wow this large employer and use this as a huge steppingstone. Role is remote for the duration of the contract. Pay rate is $20 per hour. 

In this role, you’ ll perform various clerical duties to support. This includes reviewing accuracy of data, resolving not in good order (NIGO) issues, and interacting regularly with field offices to ensure proper completion of processes. You’ ll use your excellent communication skills to work via phone, e-mail, & written correspondence to communicate processes and concepts to field offices, and you’ ll handle data-entry to re-assign business to new agents. 

Investment Services Representative Requirements

  • At least 2 years of financial services industry experience
  • Excellent written and oral communication skills 
  • Strong organizational, analytical, and data-entry skills 
  • Strong systems aptitude and advanced Excel proficiency

Keywords: Johnson & Hill, Chicopee , Investment Services Specialist 1, Other , Chicopee, Massachusetts

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