Joshua Sarratt - Pittsburgh, PA

posted 14 days ago

Full-time
Pittsburgh, PA
Administrative and Support Services

About the position

The Client Services/Operation Specialist role is focused on managing day-to-day responsibilities in Investment Operations, particularly in Class Action Litigation payment and notification processing. This position requires both independent work and collaboration within a team environment, ensuring efficient processing and communication of client services.

Responsibilities

  • Process day-to-day responsibilities in Investment Operations.
  • Handle Class Action Litigation payment and notification processing.
  • Issue checks and manage mailings.
  • Work independently and collaboratively in a team environment.

Requirements

  • Bachelor's degree or equivalent combination of education and experience is required.
  • 2 years of experience in Client Services or as an Operation Specialist is required.
  • Accounting or Finance experience is helpful.
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