Job Description
Our Client, a Global Financial Services Firm, is seeking a Commission Research Analyst in their San Diego, CA location.
Responsibilities:
Research commission inquiries via Salesforce for CA/CAN Advisors, BD and Resource Centers - Review, analyze commission cases, and meet established service levels within 48hrs.
Problem solver with the ability to identify problems and issues of varying complexities that can potentially affect our advisors.
High level of analytical skill, and ability to make independent decisions to arrive at satisfactory solutions.
Is resourceful, works independently with minimal instruction and is reliable.
Ability to analyze and identify root cause of issues and recommend efficiencies.
Works on complex projects, using analytical skills to provide high level of detail.
Team player works as a productive member, positive contributor to team.
Training of commission statements/client analytics for new advisors, as requested
Answer customer calls and resolving issue using multiple resources.
Requirements:
~1- 3 years prior experience in a Financial Institution preferred
~1 years of Accounting experience
~ Proficient in MS Office; Excel; 10 Key; (nice to have Docupace; Netxpro; Salesforce experience)
~ Problem-solving/troubleshooting skills
~ Strong organizational, verbal and written communication skills
~ Team player who possesses great initiative and excellent judgment
~ Self-starting individual who is able to work under minimal supervision
~ Ability to effectively prioritize and handle multiple tasks and deadlines simultaneously
~ Ability to be flexible and easily adapt to changes in a fast-paced environment
~ Able to work overtime as needed
~ Keen attention to detail and accuracy
Job Tags
Flexible hours,
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