Finance Services Specialist
Company: Randstad
Location: South Jordan
Posted on: May 3, 2021
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Job Description:
Finance Services Specialist **job details:** + location:South Jordan, UT + salary:$24.46 per hour + date posted:Tuesday, March 16, 2021 + experience:Experienced + job type:Temporary + industry:Security broker/dealer + reference:AB_3594650 + questions:nagasri.thallapalli@randstadusa.com646-690-4152 **job description** Finance Services Specialist Service Review Unit - The SRU Associate will work closely with
Morgan Stanley Field teams in addition to internal departments to
provide support through various systems to ensure disbursement
activity has been appropriately approved. Work with SRU Regional
leaders to resolve issues encountered during disbursement request
processing. A SRU Associate will report directly to a Regional
Leader. Responsibilities Responsibilities Include: Review & Approve disbursement setup requests to ensure
completion in a timely manner. Meet appropriate timelines within expectations for requests from
Regional Interface inquiries and follow up within that time
frame. Research and resolve problems with a timely manner. Ability to handle a high volume of requests in a fast paced
environment. Use of Morgan Stanley systems. Provide world class customer service in all interactions. Apply Firm verification policies for all clients to avoid
identity theft and fraudulent activity. Keep current on SEC/FINRA, Compliance and Firm policy and
procedural guidelines and apply to review processing and all
interactions to ensure risk mitigation. Participate in projects and/or remediation efforts as needed
including pilot programs. Other duties as assigned. Skills + Financial Analysis + Financial Reporting + Systems Support + Customer support + Finance Education + Bachelors Qualifications + Years of experience: 1 year + Experience level:Experienced Shift: First Working hours: 8 AM - 5 PM Randstad is a world leader in matching great people with great
companies. Our experienced agents will listen carefully to your
employment needs and then work diligently to match your skills and
qualifications to the right job and company. Whether you're looking
for temporary, temporary-to-permanent or permanent opportunities,
no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin,
Citizenship, Sex, Sexual Orientation, Gender Identity, Age,
Disability, Ancestry, Veteran Status, Genetic Information, Service
in the Uniformed Services or any other classification protected by
law.
Keywords: Randstad, South Jordan , Finance Services Specialist, Other , South Jordan, Utah
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