Unique Assets Managed Services Team Manager

Unique Assets Managed Services Team Manager

Requirements

• 5+ years’ experience people management of operations teams
• Excellent customer service skills
• Excellent analytical/problem solving capabilities
• Excellent presentation, verbal and written communication skills
• Ability to learn new processes and systems quickly
• Able to work independently
• Ability to work under pressure, in a deadline driven environment
• Ability to prioritize workloads and maintain organization
• Understanding of Real Estate, Loans, Oil & Gas, Property Taxes, Trust Operations, Financial Markets, Securities Industry, Retirement Industry and Banking
• Excellent computer skills, including Word, Excel, and Outlook
• TRMS or TMMS experience a plus

Responsibilities

• Oversees the Real Estate, Oil & Gas, and Tax Managed Services Teams and is a point of escalation
• Support the teams as a people manager
• Oversees the input and maintenance of data in TRMS, TMMS and the tax system per the responsibilities defined
• Oversees development and maintenance of daily, monthly, quarterly and annual procedures
• Ensures that transactions are balanced and documented according to policies and procedures
• Oversees coordination of the processing of activity
• Ensures daily deadlines for processing and reconciliation are met
• Coordinates schedules for activity with each client
• Ensures reconciliation outages are resolved in a timely manner
• Research, document and manage client escalated issues, provide user support to clients and log client requests for services as needed to a timely resolution
• Build, maintain and foster positive and growing relationship with clients
• Partner with SS&C | Innovest internal business partners to identify issues and assist in resolution
• Demonstrate relentless focus on accurate and timely processing for the client
• Be an advocate for client issues and concerns
• Clearly communicate issues and concerns to applicable parties on the client’s behalf
• Build, maintain and foster positive and growing relationships with all departments of SS&C Innovest, and with vendors
• Demonstrate a subject matter expertise on clients to be seen as an integral resource for other departments internally
• Communicate effectively and professionally
• Actively manage scheduled work and work of the team
• Actively manage escalated issues for resolution
• Demonstrate SS&C Innovest and Unique Asset Managed Services expertise
• Take a proactive approach to learning
• Be a subject matter expert on Unique Asset Managed Services tasks

Preferred Qualifications

No preferred qualifications provided.