Operations Specialist - Client Account Profile

Job Title: Operations Specialist - Client Account Profile
Location (On-site, Remote, or Hybrid?): Jersey City, NJ (onsite)
Contract Duration: Contract until 05/07/2027

JOB DESCRIPTION

• Responsible for ensuring that new accounts are set up properly and maintained effectively on systems.
• The Specialist will develop an in-depth knowledge of business lines, Sub-Custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.
• He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.
• The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
• Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
• Code data from the new account form into various systems.
• Perform maintenance functions on existing accounts.
• Escalate problem items.
• Monitor and identify incomplete and/or inconsistent information that may result in risk to or our clients. Resolve the discrepancy and execute transaction
• Escalate problem items
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.
• Provide superior client service.
• Communicate as part of a team.
• Gain an understanding of the big picture how specific function impacts the firm.
• Contribute to Division or Firm process improvement activities.
• Understands systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
• Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.
• Learn how systems interact with one another.
• BA/BS degree.
• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail oriented.
• Ability to multi-task.
• Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.