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reporting fintech customer service onboarding excel๐ 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.
๐ฏ 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).
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