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Position Responsibilities
Maintain day to day control and measurement of processing performed by TCS in relation to the end-to-end processing of transactions for managed clients across the Corporate and FI portfolios.
Develop and review metrics, and monitor mechanisms to fully gauge the health of managed clients across our Corporate and FI portfolios
Create or support the implementation of service reviews and/or scorecards for clients.
Improve overall relations with our client by providing clients with one-on-one support tailored towards their specific business requirements thus facilitating improved feedback on client reviews and surveys
Maintain awareness of product, policy and system enhancements changes.
Might include travel to visit assigned clients once a year in partnership with front office, product, sales or relationship managers.
Provide checker role for regulatory reports.
Participates in system and client testing, implementation and trainings if needed
Should be able to independently train clients on Trade systems and processes via Phone / Zoom
Provide creative solutions to reduce errors and to ensure adherence to audit and control policies
Utilize technical knowledge in order to deliver quality service and achieve operating efficiency
Ensure attendance at mandatory classes
Perform within departmental procedures and compliance standards to minimize losses to the Firm.
Qualifications• Bachelor’s degree
• Fluency in Spanish and English, both written and spoken. Portuguese will be a plus.
• Knowledge of CDCS preferred
• Understanding of the rules and regulations that apply to LC’s-ISP98, UCP600, ISBP, will be a plus.
• A good working knowledge on MS Excel, Outlook, MS Office, and experience with web-based applications is required
• Proven Customer Service skills
• Risk Management skills
• Strong problem-solving skills
• Analytical and organizational skills that can be demonstrated
• Teamwork/Interpersonal skills
• Strong negotiation skills
• Strong interpersonal skills and communication skills, both oral and written
• Must be able to adapt to change in a fast-paced environment and support other segments / industries as required
• This position might require negotiating fees and/or products with a competitive base salary without commission.
• Strong focus on control
• Quick learner; comfortable with and able to manage in complex systems environment and associated development process
• Flexible/sense of urgency
• Highly detailed planning, organization and solid execution capability
• Strong performance record, indicating a self-starter who solves issues as they arise
Operations - Transaction ServicesCash ManagementFull timeTampa Florida United States$56,020.00 - $78,180.00
Anticipated Posting Close Date:
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