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Management Fees Specialist – Hybrid / Waltham, MA
Our client, a financial services organization, is seeking a Management Fees Specialist to support data accuracy, fee processing, and advisor-facing operational workflows. This role focuses on reviewing documentation, maintaining accurate records, following established procedures, and performing consistent follow-up with internal teams and external partners during a period of system and process transition.
Responsibilities
- Review, process, and track fee-related requests and supporting documentation in accordance with established procedures
- Perform account setup and maintenance activities within internal systems
- Ensure accurate processing of payments, adjustments, and related transactions
- Respond to inquiries from internal and external stakeholders with clear, professional communication
- Document interactions and maintain detailed records to support auditability and data integrity
- Follow up on open items to ensure timely resolution and data accuracy
- Meet productivity, accuracy, and service-level expectations while managing multiple workflows
- Support operational reporting and assist with special projects as needed
Qualifications
- Bachelor’s degree preferred
- Internship or 1+ year of experience in a data-driven, operations, finance, or client-facing role
- Experience working with internal teams, vendors, or clients a plus
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