Compunnel Inc. · 19 hours ago
Financial Services Representative
Baltimore, MD, US
Full-time
Onsite
New Grad, Entry LevelCompunnel Inc. is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. They are seeking a Financial Services Representative to support daily account transfer activities, providing operational support for ACAT transactions and serving as a key point of contact for various stakeholders.
Information Technology & Services
Responsibilities
Provide ACAT (Deliver and Receive) process support to Client Branches, Digital Direct Client Service, and Stock Plan groups
Respond to inquiries via case management systems and phone support
Interact with external broker-dealer firms through phone and email communications
Provide operational support to outsourced vendors
Identify, escalate, and track issues with appropriate urgency
Participate in team meetings to share best practices and discuss volume trends
Contribute ideas and solutions to improve operational efficiency and accuracy
Collaborate with internal operations and technology teams as needed
Qualification
Required
Strong organizational and time management skills
Effective verbal and written communication skills
Ability to multitask in a fast-paced environment
Strong attention to detail and risk awareness
Customer service mindset with professional etiquette
Ability to follow through on tasks and commitments
Proactive problem-solving and initiative-taking ability
Team-oriented with a collaborative approach
Preferred
Basic understanding of the financial services industry
Bachelor's degree preferred or equivalent work experience
Company
Compunnel Inc.
Compunnel Inc. is where AI-native solutions meet human ingenuity, helping enterprises reimagine talent, technology, and growth.
Founded in 1994
5001-10000 employees
H1B Sponsorship
Compunnel Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2276)
2024 (1682)
2023 (1992)
2022 (2366)
2021 (2223)
2020 (2220)
Funding
Current Stage
Late StageLeadership Team
Andy Gaur
Founder, Chairman & CEO
Karthik Natarajan
Executive VP & CTO
Company data provided by crunchbase