Specialist, Investor Services Operations Representative
$52,000–$60,000 year
On-site · Boston, Massachusetts, United States
Job Summary
Specialist, Investor Services Operations Representative role in Boston, MA. Responsibilities include processing and verifying transactions using transaction processing systems, ensuring regulatory compliance, resolving transaction discrepancies, maintaining client records with data-management practices, identifying opportunities to improve operational efficiency, and supporting team goals. Requires strong analytical and problem-solving abilities, excellent communication and collaboration skills, and a detail-oriented mindset to maintain compliance and accuracy in transaction records.
Required Qualifications
- Bachelor’s degree in finance, Business Administration, or a related field preferred
- Professional certification in transaction processing or a related discipline advantageous
- 0-5 years of experience
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