Analyst supporting Managed Accounts operations at Netwealth. Responsible for daily processing, rebalancing activities, and ensuring accuracy.
About the role
- Manufacturer Solutions Specialist interpreting cases and crafting solutions for partners in hybrid work environment. Collaborating closely with Contract and Rebate teams for continuous improvement.
Responsibilities
- Preparing spreadsheets, rosters, or similar documentation requested by our partners
- Case management and tracking, providing insights into open and completed work
- Collecting feedback from partners, with the goal of continuous process improvement
- Ad-hoc solution-building as unique needs are identified
Requirements
- 2-year college degree or equivalent certifications in related competency
- 2+ years’ experience in a related role preferred
- Microsoft Office, Intermediate or better skill level. Complete comfort with Excel is essential
- Experience working within Salesforce.com is desired.
- Highly organized with a strong follow-through ability
- Relationship management skills
- Passion for progress
- Strong time management, and ability to set and meet deadlines
- Strong problem-solving skills
- Ability to organize and deliver information in an understandable manner
Benefits
- Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company-paid life and long-term-disability plans! On top of this, we also offer a 401(k) plan with a company match.
- Invest in your success. We will provide you with a thorough training and development program; and offer competitive compensation.
- Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don’t have to accrue time off in order to take it! We also offer half-day Summer Fridays!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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