ACAT Support Analyst

2 weeks ago


Sandy Utah, United States Lenmar Consulting Inc. Full time
Job Description

Primary Responsibilities include providing ACAT (Deliver and Receive) processing support to all Client Branches and Client Service Teams, answer case/phone inquiries from Client Branches and telephone inquiries for broker dealer firms, provide support to outsourced vendor, escalate any issues accordingly and set expectations for Client Branches throughout the ACAT process, and participate in team meetings to share best practices and volume trends. Organizational skills, efficient communication, ability to multitask, attention to detail and a readiness to escalate issues with a sense of urgency are of importance for this position.

Qualifications

- Organization, efficient communication, attention to detail and a readiness to escalate issues with a sense of urgency are of importance, customer service etiquette, detailed oriented, adaptive to a fast-paced environment, team player, responsible, execution oriented with the effective follow through and the ability to multitask and basic understanding of the financial industry a plus



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