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This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaimed securities in full compliance with federal securities regulations and in accordance with all applicable unclaimed property laws and contractual obligations from specific state clients as well as provides training and staff support to the other team members.
Duties and Responsibilities:
Education and Experience:
Experience in securities custody and Mutual Fund transaction management background is preferred; Preferred candidates also will have: A degree in business or equivalent work experience; Strong interpersonal, organizational and communication skills
Knowledge, Skills and Abilities:
Work Environment:
Physical Demands:
Avenu Summary:
Avenu provides local governments with ways to achieve more predictable revenue that supports growth, fuels modernization and ensures compliance with mandated but underfunded programs. Avenu’s revenue enhancement and administrative solutions find and recover license, permit and other taxes that cities and counties struggle to collect. The insights and improved fiscal posture enables governments to deliver expected services and sustain a high quality of life for residents.
Avenu is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.
Full Time
$59k-77k (estimate)
04/23/2024
05/10/2024
avenuinsights.com
WOODBURY, NJ
200 - 500
1978
Private
ERIC MYERS
$10M - $50M
Avenu Insights & Analytics provides disaster recovery, business administration and compliance auditing solutions.
The following is the career advancement route for Client Services Professional (Hybrid) positions, which can be used as a reference in future career path planning. As a Client Services Professional (Hybrid), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Professional (Hybrid). You can explore the career advancement for a Client Services Professional (Hybrid) below and select your interested title to get hiring information.