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Dealer Services Analyst

VirtualVocations
San Diego, California, United States
Full-time

A company is looking for a Dealer Services Analyst to facilitate selling agreements and perform mutual fund operations.Key Responsibilities : Facilitate selling agreement process with broker dealers and financial intermediariesMaintain database of agreements and assist with report preparation for clientsResearch and resolve inquiries from clients and intermediaries dailyRequired Qualifications : Bachelor's degree1-2 years' experience in a financial environment, preferably in investment operations or client servicesKnowledge of securities and securities marketsExperience in Distributor or Transfer Agency is a plusMajor or concentration in business, finance, economics, or accounting preferred

3 days ago
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