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What You’ll Do

+ Process client liquidation requests with speed and accuracy.

+ Communicate with internal associates and Financial Advisors via email only—no phone support.

+ Follow strict procedures to ensure compliance with regulatory and internal standards.

+ Perform data entry and maintain organized digital records.

+ Collaborate with team members to ensure smooth workflow and timely execution.

What You Bring

+ Exceptional written communication skills (email is your primary tool).

+ Strong attention to detail and a love for “money math.”

+ Ability to work quickly and accurately in a high-volume environment.

+ Willingness to work mandatory overtime during peak seasons.

+ A proactive mindset—recent grads and career changers encouraged to apply!

Skills That Set You Apart

+ Accuracy and thoroughness in task execution.

+ Familiarity with financial systems and client service workflows.

+ Ability to manage multiple requests and prioritize effectively.

+ Comfort working independently and following structured procedures.

Why You’ll Love It Here

+ Supportive, fast-moving team environment.

+ Exposure to financial operations and client service best practices.

+ A role that keeps you engaged and challenged every day.