**Experienced Full Stack Data Entry Specialist – Investment Operations and Client Services at blithequark**

Remote Full-time
Are you a highly organized and detail-oriented individual looking for a challenging and rewarding role in investment operations and client services? Do you have a passion for working with data and a knack for problem-solving? If so, we encourage you to apply for the Experienced Full Stack Data Entry Specialist position at blithequark! As a Level Playing Field Employer, we welcome applications from diverse candidates, including minorities, women, veterans, and individuals with disabilities. This is an excellent opportunity to start or grow your career in a dynamic and supportive environment, with a competitive compensation package and opportunities for professional growth. **About Our Company and Culture** blithequark is committed to providing exceptional service to our clients and partners in the financial industry. We're a forward-thinking organization that values innovation, teamwork, and customer satisfaction. Our remote work environment allows you to work from the comfort of your own home, with a flexible schedule and access to cutting-edge technology. We're dedicated to fostering a culture of inclusivity, respect, and continuous learning, and we're looking for team members who share these values. **Job Summary** As an Experienced Full Stack Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our investment operations and client services. You will be responsible for performing daily reconciliation, trade, and transfer activities for various investments, as well as processing exchange buy and sell transactions, identifying and addressing breaks, and handling corporate activity events. Your attention to detail, analytical skills, and ability to work independently will be essential in this role. **Key Responsibilities:** * Perform daily reconciliation, trade, and transfer activities for various investments, including processing exchange buy and sell transactions in customer profiles. * Identify and address breaks recognized between blithequark and the fund business or transfer representatives. * Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity. * Conduct research on complex/escalated issues, perform testing/validation of new technology improvements, and provider modifications. * Complete projects in Investing, Dividends, Transfers, Reconciliation, and Company Actions that directly impact Client/Advisor accounts. * Collaborate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce. * Communicate with and work with blithequark Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside company partners. **Essential Qualifications:** * High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred. * 1-2 years of experience in investment operations, data entry, or a related field; experience with blithequark or similar systems a plus. * Strong analytical and problem-solving skills, with attention to detail and ability to work independently. * Excellent communication and interpersonal skills, with ability to collaborate with various teams and partners. * Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems. **Preferred Qualifications:** * Experience with investment products, including stocks, bonds, and mutual funds. * Familiarity with regulatory requirements, such as 2340 and 15C3-3. * Experience with data reconciliation and problem-solving. * Certifications, such as Series 7 or 66, a plus. **Skills and Competencies:** * Attention to detail and accuracy. * Analytical and problem-solving skills. * Communication and interpersonal skills. * Time management and organization. * Adaptability and flexibility. * Proficiency in technology, including Microsoft Office and CRM systems. **Career Growth Opportunities and Learning Benefits:** We're committed to helping our team members grow and develop their skills. This role offers opportunities for professional growth, training, and development, including: * Comprehensive training program to ensure success in the role. * Ongoing coaching and feedback from experienced professionals. * Opportunities for advancement and career growth. * Access to cutting-edge technology and systems. **Work Environment and Company Culture:** Our remote work environment allows you to work from the comfort of your own home, with a flexible schedule and access to cutting-edge technology. We're a dynamic and supportive team that values: * Inclusivity and respect. * Continuous learning and growth. * Customer satisfaction and service. * Teamwork and collaboration. * Flexibility and adaptability. **Compensation, Perks, and Benefits:** We offer a competitive compensation package, including: * Competitive salary. * Comprehensive benefits package. * Opportunities for bonuses and incentives. * Flexible work schedule. * Access to cutting-edge technology. **How to Apply:** If you're a motivated and detail-oriented individual looking for a challenging and rewarding role, we encourage you to apply! Please submit your application, including your resume and a cover letter, to: Don't hesitate to reach out if you have any questions or need more information. We look forward to hearing from you! Apply for this job Apply for this job
Apply Now →

Similar Jobs

**Experienced Remote Data Entry Clerk - Dynamic Work Environment & Career Growth Opportunities at blithequark**

Remote

Apple Quality Engineer Job Description $27/Hour

Remote

Verizon is hiring: Content Specialist in Rolling Meadows

Remote

**Entry-Level Data Entry Specialist - Remote Full-Time Position with Competitive Salary and Comprehensive Benefits at blithequark**

Remote

**Experienced Full Stack Data Entry Professional – Global Logistics and E-commerce Leader**

Remote

**Experienced Remote Data Entry Specialist - Flexible Work Schedule & Professional Growth Opportunities**

Remote

**Experienced Entry-Level Data Entry Specialist - Remote Opportunity with blithequark through blithequark**

Remote

Remote Senior Program & Project Management Lead – Contracts Strategy, Vendor Partnerships & Transformation for Verizon’s VVO Channel Development

Remote

Product Marketing Strategy Consultant Job at Verizon in Basking Ridge

Remote

**Experienced Full Stack Data Entry Customer Care Representative – Delivering Magical Experiences and Exceptional Service at blithequark**

Remote

Experienced Remote Customer Support Representative - Delivering Exceptional Service to Valued Card Members at blithequark

Remote

Experienced Chat Support Specialist - Empowering Customer Experience from Home with blithequark

Remote

**Experienced Part-Time Data Entry Specialist – Remote Opportunity with arenaflex**

Remote

Remote Online Teacher / Virtual Instructor

Remote

AS177 Senior PHP Laravel Developer (Remote, Full-Time)

Remote

Level 2 Customer Service Agent

Remote

We are hiring: Certified Public Accountant (CPA) / Enrolled Agent (EA)

Remote

**Experienced Data Entry Clerk – Remote Opportunity at arenaflex**

Remote

Experienced Full-Time Remote Data Entry Specialist for Day and Night Shifts – Digital Database Management and Administration

Remote

Experienced Remote Data Entry Associate – Entry Level Opportunity for Detail-Oriented Individuals to Join arenaflex's Innovative Team

Remote
← Back