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Nichols College

Account & Portfolio Operations Specialist

Nichols College, Dudley, Massachusetts, us, 01571

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A financial services firm is searching for an Operation Specialist in Dudley, Massachusetts. This role requires an energetic individual to manage client accounts and assist in various operations including tax preparation and reporting. Candidates need a degree in economics or financial services along with experience in banking or securities. Proficiency in CRM and Microsoft Office Suite is vital. This position offers the opportunity to work in a dynamic environment with diverse responsibilities. #J-18808-Ljbffr