account associate

Job SummaryThe Implementation Services Specialist role at Organization is primarily responsible for supporting customers and colleagues through the implementation phases of client projects. People in this role are the front-line providers of excellent customer service to colleagues who are using their systems, working closely with other departments such as Sales, Consulting, Software Engineering and Product Management to ensure effective setup of client

Responsibilities:Day-to-day management of financial reporting accuracy and on-time processing of client informationReview of G/L for coding accuracy, completeness of file and overall accuracyDelivery of Management Reporting Package each month to client leadershipFrequent client meetings relating to on-going work, special projects, and financial resultsCommunication of tax reporting needs with tax professionalsDelivery of advisory services specific to the

*JD- Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.*Knowledge of mutual funds, financial products, and market regulations.*Certifications: AMFI/ARN or NISM - V certifications are an advantage.*Develop strategies to expand the sub-broker network to increase market.experience4