Temporary Management Fees Associate

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Temporary Management Fees Associate

Waltham, Massachusetts

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Full Time Temp to Hire

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$ 20 - $ 22 per hour

Waltham, Massachusetts

Full Time Temp to Hire

$ 20 - $ 22 per hour

January 18, 2023

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Job ID: A1319411D_1674074722

January 18, 2023

Job ID: A1319411D_1674074722

Job Summary

Job Id: A1319411D_1674074722 Apply Now

Our client, a financial services company located in Waltham, is seeking a Transition Management Fees Associate to join their team! In this role you will assist with calculating, collecting, and reconciling management fees for the growing advisory program, with more than $100 billion in assets under management. This role is compensating up to $22/hr on the contract side. Qualified candidates are encourage to apply for immediate consideration!

Key Responsibilities:

  • Processing management fee setup for advisory accounts; working with advisors and various third parties to ensure proper processing of advisor management fees
  • Providing indispensable customer service via phone and email; responding to inquiries from advisors and others regarding management fees
  • Reconciling and resolving discrepancies in advisory management fee processing
  • Backing up our in-house Service Center team by answering questions, as well as investigating and resolving escalated issues

Core Strengths:

  • Strong attention to detail
  • Excellent organizational skills; able to handle multiple priorities with ease
  • Deadline driven
  • Passion for customer service
  • Careful, patient approach to daily responsibilities
  • Effective communication skills-written and oral
  • Keen eye for process improvement and quality assurance
  • Ability to solve problems in an efficient and professional manner
  • Positive attitude
  • Ability to apply learned skills to various situations
  • Proficient in Microsoft Word and Excel

Prior financial services experience a plus

A1319411D_1674074722

Apply Now

Apply Now



About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™