Asset & Wealth Management Operations-Associate-Client Operations Support

Bachelor’s degree required
1-3 years of financial services experience
Exceptional communication, prioritization, organizational, time management and interpersonal skills
Ability to work well under pressure, solve problems efficiently and multi-task in a deadline driven environment
Demonstrates accountability and sense of urgency in achieving results/completing tasks
Willingness to be a self-starter with excellent anticipation and strong analytical skills
Attention to detail; strong Control/Risk mindset
Exhibit sound judgment and integrity
Exhibit a customer service mindset
Flexible with hours (execute some after-hours testing)

Support Shareholder Services teams, vendors and clients with particular focus on system access/availability, data transmissions, and software/hardware upgrades
Oversee process improvement, maintenance and change initiatives throughout the entire project lifecycle including scoping definitions, requirements gathering, business requirement writing, process design, testing, and data analysis
Resolve internal and vendor system issues that directly impact business operations and/or client interactions
Oversee client FTP setup, testing, updates and resolve transmission issues
Initiate vendor internal user setup for multiple vendor applications and banking portals
Troubleshoot vendor application login issues
Coordinate vendor hardware updates
Recommend and drive process improvement to increase system robustness and mitigate risk of disruptions in operational workflows and client reporting
Lead ad hoc projects within the Shareholder Services group