Investment Services Specialist 1
Springfield, MA 01111
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
Meet Your Recruiter
Like many of us in the industry, Carolyn fell into staffing by chance. At the time, she was working for an individual who recommended that Carolyn go see his wife, who was a manager in the staffing industry. Something about her people skills and her energy just seemed to him like staffing could be a perfect career path for her, and he was right! In 2015, she brought her expertise to the Johnson & Hill team. For Carolyn, it’s the interaction with people that keeps her engaged in the profession; she thrives on satisfying job seekers and fulfilling the needs of her clients.