Overview
As an integral part of the business team, the
Assistant Business Manager
will provide exceptional support and expertise to external customers. In this role, you will collaborate with cross-functional teams to strengthen our services and capabilities with customer support including customer forms, data entry and reconciliation.
Responsibilities
As the Assistant Business Manager, you will:
Entering customer forms
including contract generation via customer portals and Excel
Maintaining client financial tools
to create customer events and maintenance as required
Overseeing trade reconciliation
such as responding to claims alerts, maintaining fund balances within client's metrics
Reviewing order alerts
and verifying accurate pricing and promotions on customer orders
Providing data support
like submissions of price changes, item setup requests and customer-facing information in customer portals
Qualifications
You'll be a great fit if:
You have professional communication skills to represent internal and external partners
You take pride in your work, are very detail-oriented, and are motivated by completing tasks on deadline.
You have 3 -5 years of prior experience with data entry and utilizing Word, Excel and Outlook.