Ops Specialist CA Reorg

4 weeks ago

Jersey City, United States US Tech Solutions Full time

JOB DESCRIPTION:

Ops Specialist

6 Months

Jersey City, NJ

Hybrid

Responsibilities:

Ops Specialist - Client Account Profile: responsible for ensuring that new accounts are set up properly and maintained effectively on client systems.

The Specialist will develop an in-depth knowledge of clients 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 client systems.

Perform maintenance functions on existing accounts.

Escalate problem items.

Monitor and identify incomplete and/or inconsistent information that may result in risk to our clients. Resolve the discrepancy and execute transaction

Escalate problem items

Communicate professionally and constructively to effectively resolve issues in order 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.

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.

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