Investment Research and Remediation Analyst

Investment Research and Remediation Analyst**job details:**+ location:Minneapolis, MN+ salary:$30 - $34 per hour+ date posted:Saturday, March 27, 2021+ experience:Entry Level+ job type:Temporary+ reference:AB_**job description**Investment Research and Remediation AnalystDo you hold your Series 7 and have more of a passion for researching investments rather than selling them? Do you desire to use your gained brokerage and investment knowledge to solve discrepanies and issues for clients instead of selling the products? If so, we have a excellent consulting opportunity for you! Our client will hold your license for you! The training will be held onsite for the first month. Then, the work will be remote until they return back to the corporate headquarters.Responsibilities+ Open an existing clientele inquiry case+ Communicate via email and phone with investment clientele+ Research investment transaction discrepancies utilizing multiple databases+ Assess and analyze account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution+ Document steps taken for resolution+ Follow up with internal business partners, external vendors, and cliente+ Close the case+ Manage a portfolio of 15-20 cases at any given timeSkills+ Series 7 (1 year of experience is required)+ Client Service+ Research+ Trade Settlement+ Brokerage Services+ Stock Purchase+ Investment Management+ Time and Accuracy Improvement of Financial+ Problem Solving+ Problem ResolutionEducation+ BachelorsQualifications+ Years of experience: 1 year+ Experience level:Entry LevelShift: FirstWorking hours: 8 AM - 5 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.