Marketing Services Analyst

Role Overview

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members

Requirements

• Attention to Detail
• Problem Solving
• Prioritization
• Collaboration
• Customer and Client Focus
• Analytical Thinking
• Numerical Reasoning
• Knowledge of Mutual Funds

Benefits

• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.