Financial Services Manager

3 weeks ago


Costa Mesa, United States CTG Full time

CTG is seeking to fill a Financial Services Manager opening for our client in Minneapolis, MN


Location: Minneapolis, MN

Duration: 18 months+ contract with ability to go PERM


Overview:

Manages client relationships and daily administration of assigned accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Company and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate.


Primary Responsibilities:

  • Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity, and level of risk, to ensure accounts are setup and operating within established policies, procedures, and guidelines.
  • Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
  • Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.

Skills & Experience:

  • Experience working in the banking industry, particularly in transaction management or account administration disciplines.
  • Ability to review, understand and analyze complex legal contracts.
  • Strong written and verbal communication skills.
  • Acute attention to detail.
  • Strong critical and independent thinking.
  • Highly analytical, organized, and efficient.
  • Ability to learn quickly and apply acquired knowledge rapidly.
  • Task oriented with ability to prioritize appropriately to achieve project goals.
  • Strong computer skills and familiarity with Microsoft software such as Outlook, Teams, Excel, Word, Adobe, etc.
  • Familiarity with industry software applications such as ACS Web, Transtar, etc. a plus.


Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.


CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.



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