A financial services company located in Texas is seeking a professional for day-to-day reconciliation of alternative investments. This role involves refining client account trades and addressing transaction discrepancies between TD Ameritrade and fund companies. The expert will also manage Business Action Events, handle client inquiries, and resolve complex issues, ensuring successful interactions with internal and external partners. Strong problem-solving skills and attention to detail are essential in this position.
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Data Entry Specialist • McKinney, TX, United States