Client Delivery Team Lead - AVP (Fairfield County)
Full-time
Partnership Employment
Responsibilities
- Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Analyze and explain portfolio performance results.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
- Analyze private equity and hedge fund statements for input into system.
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management.
- Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management.
- Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
Vacancy posted 3 days ago
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