Assist with operational reporting, exception tracking, and data validation supporting managed account operations.
Escalate unresolved issues, material discrepancies, and higher-risk transactions to senior team members as appropriate.
Adhere to established operational controls, policies, procedures, and risk management standards.
Qualifications
Bachelor's degree in Business, Finance, Accounting, or related field preferred, or equivalent combination of education and experience.
0-2 years of experience in reconciliation, investment operations, client processing, asset servicing, managed accounts, or related financial services environment preferred.
Experience reviewing financial transactions, account activity, or operational data preferred.
Strong analytical and problem-solving skills with excellent attention to detail.
Strong organizational skills with ability to manage multiple priorities in a fast-paced environment.
Strong verbal and written communication skills.
Proficiency in Microsoft Office (especially Excel) and ability to learn new systems quickly.
Commitment to accuracy, teamwork, client service, and operational excellence.
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
