Investment Claims Associate
Location:
Irvine , California
Posted:
February 20, 2018
Reference:
174081
The Claims Associate is responsible for research and resolution of claims and overdrafts resulting from failed trades. Responsibilities include:
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  • \t\tPerform internal research and forward claims within industry standard timeframes.
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  • \t\tWork with numerous internal and external parties to assess liability and negotiate resolution of outstanding claims/overdrafts.
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  • \t\tPrepare claims summary and payment authorization.
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  • \t\tMaintain claims tracking and summary reporting workbooks.
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  • \t\tPrepare ad hoc reports.

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  • \t\tBachelor's degree with emphasis in accounting finance or equivalent.
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  • \t\tAt least 1 year of related work experience.
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  • \t\tSolid analytical and communication skills.
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  • \t\tProven negotiation skills.


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