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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 expectations 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
Skills:
Account Management
Attention to Detail
Customer and Client Focus
Written Communications
Analytical Thinking
Oral Communications
Prioritization
Problem Solving
Collaboration
Recording/Organizing Information
Research
Result Orientation
Required Skills:
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:
Self-starter
Understanding of Employee Stock Options Plans
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