As a Client Account Services Team Leader, you'll be responsible for operational management and control of daily workflows within CAS Initiations.
Job Responsibilities:
- Receive, investigate, and respond to internal queries in a timely and accurate manner
- Facilitate the completion of regular and ad-hoc client, investor, and regulatory reporting requirements in a timely, accurate, and professional manner
- Support the Transaction Processing Manager through investigation, analysis, and provision of relevant data to resolve client queries as required
This role requires a wide variety of strengths and capabilities, including:
- Ability to communicate effectively and interact with individuals in and outside of the team
- Be a self-starter, with ability to work on own initiatives and to learn quickly
- Good problem solving skills
- Ability to work under pressure in a volume driven environment
- Ability to be flexible, follow tight deadlines, organize, and prioritize work
- Ability to work quickly, with accuracy, and with minimum supervision
- Relevant financial industry experience
- Bachelor’s degree or equivalent, preferred
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook