Description We are in search of an Associate, Portfolio Support, to join our team in Boston, Massachusetts. This role is within the financial services sector and is crucial to the efficient operation of our portfolio. As an Associate, Portfolio Support, you will be tasked with a variety of responsibilities related to customer application processing, record maintenance, and customer query resolution. This role is also responsible for monitoring customer accounts and taking necessary action. Responsibilities • Accurately process customer credit applications • Maintain precise customer credit records • Resolve customer inquiries in a timely and professional manner • Consistently monitor customer accounts and take appropriate action when necessary • Utilize Adobe Acrobat and CRM tools to manage and organize customer data • Implement Data Mining Techniques to enhance customer information accuracy • Conduct auditing tasks to ensure compliance and correct any discrepancies • Handle customer complaints effectively, ensuring customer satisfaction • Utilize e-Copy for document management and record keeping • Support Clinical Trial Operations and Commission Functions with relevant data and reports. Requirements • Must have a minimum of 2 years of experience in the financial services industry • Must have proficiency in 3M, Adobe Acrobat, CRM, Data Mining Techniques, and e-Copy • Must possess skills in Auditing, Clinical Trial Operations, Commission Functions, Communication, and Complaint Handling • Must have a strong understanding of financial markets and portfolio management • Must have an ability to handle multiple tasks and deadlines simultaneously • Must have excellent analytical, organizational, and problem-solving skills • Must have strong written and verbal communication skills • Must have a high level of integrity and sensitivity to confidential information • Must have a bachelor's degree in finance, economics, or a related field, or equivalent work experience • Must be legally authorized to work in the country where the job is located. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .