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This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectation include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members
• Oral Communication
• Written Communication
• Customer Focus
• Analytical and Problem Solving
• Collaborating
• Critical Thinking
• Organization
• Time Management
• Strong Excel skills for data reporting and reconciliation
• Microsoft Outlook
Desired Skills:
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1st shift (United States of America)These jobs might be a good fit