Account Services Associate

Company: Kforce Finance and Accounting ( Learn More )

General Information
$60,000.00 - $80,000.00 /Year
Not Specified
Not Specified
Not Specified
Job Description


Kforce has a client in search of an Account Services Associate in Boston, Massachusetts (MA).Essential Job Functions:
  • Manage onboarding processes and system settings
  • Manage the operational elements of portfolio account settings
  • Coordinate the timing of client flows and ensure such flows are communicated and included in the investment process
  • Manage various asset conversion events
  • Contribute to the implementation of critical investment initiatives
  • Contribute to the design and execution of new business workflows
  • Develop strong relationships with external parties to monitor and manage the quality of investment operations processes
  • Job Requirements


    • Bachelor's degree in Accounting or Finance
    • CPA designation preferred
    • 3-5 years of hands-on investment operations experience, including familiarity with financial instruments, corporate actions
    • Big 4 public accounting/audit experience in the financial service industry and/or asset management industry experience is preferred
    • Knowledge of the equity, currency, futures and other derivative instruments and markets is required
    • Intermediate to advanced Microsoft Excel skills and proficiency with large volume of data required; SQL and macro writing skills a plus
    • Must be willing to work on various shifts as needed to cover various trading hours, as needed
    Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.