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Job Description:
Line of Business Job Description:
Job Description:
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. 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
· Role is responsible for reviewing client data that cannot be verified by a third-party vendor in accordance with the Customer Identification Program.
· Processes routine/standard alerts (via applications and email) to appropriate front line unit (FLU) according to established procedures and prescribed processes.
· Daily responsibilities will cover one or more operations functional areas such as: Reviewing Initial Report, Sending out Alerts, Responding to Email Requests
· Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients.Required Qualifications:
· Strong communication skills - ability to interact with various band levels
· Attention to detail
· Ability to learn quickly
· Proficient with Microsoft Excel
· Strong analytical skills
· Strong relationship building skills
· Strong problem resolution skills
· Organized with the ability to prioritize
· Self-motivated
· Ability to multitask
· Excellent customer service/interpersonal skillsSkills:
· 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
· Adapt to change in a highly regulated industry
· Highly motivated mindset
· Strong problem resolution and decision-making skills
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