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Finance Services Specialist

Company: Randstad
Location: South Jordan
Posted on: June 4, 2021

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 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.


+ Financial Analysis

+ Financial Reporting

+ Systems Support

+ Customer support

+ Finance


+ Bachelors


+ 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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