Who we are looking for
The position will support and maintain the production processing of multiple client’s New Accounts, Transfers, Terminations, Maintenance requests. The position will interface daily with the client’s front office management and act as a subject matter expert and escalation point. The position has daily client SLA’s and must ensure the team meets internal deadlines to ensure operational readiness.
The position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Account Transitions. The position will also liaise with external custodians. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals.