Added
4 hours ago
Type
Full time
Salary
Salary not provided

Related skills

reporting fintech customer service onboarding excel

๐Ÿ“‹ Description

  • Manage onboarding of new clients to support Sales/BD.
  • Maintain positive client relationships through ongoing inquiries.
  • Assist with trade reconciliation and client reports.
  • Provide real-time technical support on software applications.
  • Familiarize with DASH products and the 360 portal; full-time role.
  • Learn US equities and options market structure.

๐ŸŽฏ Requirements

  • Project management and critical thinking; collaborate with team.
  • Willingness to learn; Bachelor's degree preferred but not required.
  • Strong interpersonal and communication skills.
  • Ability to work under pressure in a fast-paced environment.
  • Problem solving and decision making; multi-tasking.
  • Excel proficiency; SIE and Series 7 within 6 months (sponsored by DASH).

๐Ÿ›ƒ Visa sponsorship

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