Customer Service Specialist / Clerical / Data Entry

Performance Dynamics LLC is a Business Process Outsourcing company that specializes in item processing for financial and investment management firms at our client’s sites. We are currently seeking several employees to process client directed transactions for mutual fund and brokerage accounts.

PRINCIPAL RESPONSIBILITIES

Production Support : Processes client directed transactions for Mutual Fund accounts and Brokerage accounts in a windows-based workstation in a timely and accurate manner to meet company standards for efficiency and effectiveness:

• Independently review transaction requests thoroughly to verify request is in “Good Order”. Actions minimize any legal and/or financial risk to the organization and client.
• Interpret client requests when not provided with institutional paperwork
• Set-up New accounts, processing financial and non-financial requests for Mutual Fund Accounts and Brokerage Accounts.
• Enter all required information correctly – avoids typographical mistakes and omissions. Self-checks all work for accuracy before completing transaction to ensure all requests are processed completely and accurately the first time.
• Researches client/account history as necessary to complete production. Pulling together previously received documents to complete current requests when needed
• Coordinate with other departments to ensure transactions from different groups take place
• Demonstrates proficiency in communications and client interaction skills
• Proactively manages risk to the firm and to the client by closely following department policies and procedures. Checks with Supervisor for additional guidance and obtains appropriate approvals for any policy variations.
• The incumbent should stay current on all policy, procedures, news and current events so that they are better positioned to perform at their best.

QUALIFICATIONS

Required

• Demonstrates strong attention to detail
• Has proficient windows based computer skills including working with dual screens
• Strong data entry skills
• Strong math and reconciliation skills
• Customer Service Oriented
• Identifies and Resolves Problems
• Schedule flexibility and ability to work overtime as dictated by the volumes of work received (could include weekend work schedule at times)
• Associates degree or equivalent
• Students encouraged to apply
• Position pays $17.31 per hour ($36,000 annually) plus medical insurance/vacation/sick/holiday
• You must be willing to submit to a criminal background check and drug test

Preferred

• Bachelor’s Degree
• One year of relevant industry experience
• Ability to show sustained calm and confidence in the face of difficult issues
• Ability to assess a situation and identify correct solutions
• Experience working in a professional environment
• General understanding of the financial industry

We will be conducting interviews by appointment only. Please apply online by clicking on the “Apply Now” button below. Business/Accounting/Finance students encouraged to apply. EOE

Job Type: Full-time

Salary: $17.31 /hour

Job Location:

• Colorado Springs, CO

Required education:

• Associate

Required experience:

• Duel Computer Screens: 1 year
• Data Entry: 2 years
• Microsoft Excel: 2 years
• Financial Analysis: 2 years