Financial Services Associate
3 days ago
As a Pershing Client Processing Representative, you will play a crucial role in capturing data from various sources, corresponding with clients via email and phone, and analyzing data to ensure accurate processing of transactions. You will also utilize multiple bespoke systems to input and extract data, requiring strong Excel skills and attention to detail.
About the Team
Our Pershing Asset Servicing team provides a broad range of financial business solutions to investment banks, broker-dealers, and wealth managers across EMEA. We value teamwork, innovation, and continuous learning, offering opportunities for professional growth and development.
Requirements
To succeed in this role, you must have strong Excel skills, attention to detail, and experience in reconciling data. You should also be highly numerate, organized, and able to manage your workload effectively. Our ideal candidate has a high level of attention to detail, is able to evidence past experience of identifying and correcting errors in a process/procedure, and has financial services experience.
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