The position will support and maintain the production processing of multiple client’s transition requests. The position will interface daily with the client’s front office personal and serve as a single point of contact with the client for all New Account Launches, Closures, Custody Conversions, Account Restructures, Mergers, and Asset Transfers. The position has daily Client SLA’s and must meet internal cycles in order for the client to trade timely.
The position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Reconciliation, Data Management, and Performance. Builds cooperative and professional internal/external relationships, and utilizes all available resources throughout the organization, to achieve group and client goals.