This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
Responsibilities:
Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
Validate key control reports
Perform Quality Assurance
Required Qualifications:
- Must have ability to communicate Trade information to external parties
- Process manual trade instructions
- Strong organizational skills
- Strong communication skills (verbal and written)Strong problem-solving and decision-making skills
- Time management skills
- Proficiency in Microsoft Office products including advanced Excel skills
Required Skills:
- Oral Communication
- Written Communication
- Customer Focus
- Research
- Problem Solving
- Collaborating
- Multitasking
- Organization
- Time Management
- Microsoft Excel
- Microsoft Outlook
- System Navigation
Desired Skills:
- 2+ years' experience in operations functions
- Moderate knowledge of investments and financial markets preferred
- Thorough working knowledge of the operational aspects of transactions and products
1st shift (United States of America)