Email Opening Title Client Asset Management Specialist  Description Performs daily processing, posting, and transmission of all 401(k) trade activity. Performs daily recordkeeping processes to generate trade files that will be sent to the respective Money Managers. Researches and resolves recordkeeping process errors in order to ensure that trade data is accurate and reconciles to any client facing systems. Reverses any trades that did not occur at the Money Manager in the trading system as a result of plans not being set up in order to ensure that the client account is accurate. Places contributions on hold when requested in order to prevent them from being picked up by the trading process and trading at Money manager. Researches incoming checks and sets up trades in the recordkeeping system according to direction provided by clients to ensure accurate trade activity. Reviews prior business day trades for missed trade rejects and takes appropriate action to ensure that the system information is accurate and up to date. Researches projects requested by other 401(k) operations teams related to trading and then takes appropriate action to ensure that quality service is provided to clients and participants. Partners with New Client Management team to process Money Manager changes when requested by clients.   Position Requirements H.S. Diploma - Required 3 years of experience in Customer service. Demonstrates customer service skills.   Category Customer Service/Operations   Location NY, West Henrietta, Rochester University Park Office   Full-Time/Part-Time Full-Time   Req Number CUS-19-01726   Open Date 8/22/2019   Hiring Manager(s) Nena Kraft   This position is currently not accepting applications. To search for an open position, please go to http://AdvancePartners.appone.com

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