Ensure the quality and accuracy of data related to internal and external client hierarchies and account alignment.
Assume responsibility for assigned tasks and issues, clarify any objections, and maintain data integrity, accuracy, and completeness.
Evaluate situations and escalate for urgent assistance if transactions cannot be processed on time or if support issues remain unresolved.
Engage in special projects and conduct User Acceptance Testing (UAT) for IT enhancements.
Required qualifications, capabilities and skills
At least 2years of experience in the Financial Services and/or Private Banking industry in Payments processing and/or Payment Investigations
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible.
Excellent timeliness/accuracy of cash management and transactions
Seeks to better understand upstream/downstream implications to the individual’s/team’s actions
Takes time to understand cause and effect of challenging situations and offers potential solutions
Excellent English communication skills (verbal and written). Ability to follow all established policies, procedures and practices
Ability to organize and prioritize work
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint). Expert knowledge with Microsoft Outlook email, scheduling and task manager