We are hiring full-time associates for our global investment management organization. This role involves high-volume transaction processing, document review, and light phone support. Candidates must be comfortable navigating multiple systems and interpreting complex client instructions.
Key Responsibilities:
- Process 350–400 client activities monthly across phone, web, and paper channels.
- Handle both Core and Complex transaction types:
- Core: Address/profile updates, uploading agreements, R&D calculations.
- Complex: Financial beneficiary movements, new account setups, complex asset allocations.
- Review and interpret client paperwork, emails, and phone transcripts to determine intent.
- Navigate multiple systems to manage accounts.
- Track and document client inquiries to support process improvements.
- Collaborate with team members to enhance transaction quality and turnaround time.
Required Qualifications
- Strong analytical and data entry skills.
- Minimum 1 year of data entry or administrative experience.
- Excellent written and verbal communication skills.
- Proficiency in Excel and general computer navigation.
- Solid math and reading comprehension.
- Strong customer service and administrative capabilities.
Work Environment
- Onsite - office based setting - in Colorado Springs (Briargate area)
- Collaborative and supportive culture focused on accuracy and efficiency
- Hours: Mon-Fri 8am - 4:45pm (+ occassional sunday OT)
- Growth opportunity available - significant potential for career development. Employees who excel may be considered for permanent placement and advancement into other departments. The organization is committed to investing in employee success.
START DATE: 10/6/2025
To be put into consideration, please reply to this posting with an updated copy of your resume for review. Our recruiting team will be in contact with you within 2 business days.