Financial Operation Support

Title: Financial Operation Support
Location: New York, Hybrid
Duration: 12 Months

Interview Process: One interview round via Zoom or Phone
Onsite Requirement: Hybrid - minimum of 3 days onsite weekly. WFH up to 2 days weekly
Company Profile:
*** is a leading Global Financial Services firm with a Global work force of 60,000 employees serving clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

At ***, we aim to build a community of talent that can deliver the finest financial thinking, products and performance in the world. Our people come from diverse backgrounds, but we all are high achievers who share integrity, intellectual curiosity and the desire to work in a friendly, inspiring environment. We strive to create a spirit of inclusion by bringing together and valuing dedicated professionals with diverse backgrounds and experiences. Our commitment to building and sustaining a diverse workforce is absolute. We believe that diversity makes us stronger.

A philosophy that balances work with your personal needs is an important part of our culture. We believe that work should be exciting, engaging and rewarding. To that end, our offices have a number of internal Committees and Diversity Groups that allow employees opportunities to engage in site initiatives and network with their colleagues. We actively engage in initiatives that make a positive difference at work and in the community.


Background on the Position:
The Operations Division is currently seeking high performing individuals with one to three years of work experience who exhibit strong leadership potential, communication skills, attention to detail and a strong desire to succeed in a fast paced and challenging work environment.
The Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets.

Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.

In this Role:
You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products. Internal interaction to include supporting the department s Phone Hotline and answering email correspondence related to the firm s Liquidity Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.

Successful candidates will have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.

Primary Responsibilities:
Support the LAL Telephone Hotline by responding to MS field inquiries such loan status, outstanding issues, and documenting the nature of the phone calls
Meet Phone Performance Metrics such as Average Phone Handle Times, Quality/ Accuracy, Professionalism, Adherence to Phone Script
Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements
Communicate all missing information needed to progress the loans in the Pipeline
Reconcile and process monetary transactions as needed including the review of daily reports
Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed
Train other new team members once you become proficient
Ability to accomplish shared goals of the department and the bank
Perform other related duties as assigned by management
Skills and Experience:
We are looking for resourceful and dedicated candidates with one to three years of work experience who possess the following attributes:

Required:
This is a hybrid position, 3 days in office attendance is required
Ability to work Operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed
Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
Convey disciplined work ethic and have an enthusiastic can do attitude while delivering white collar service
Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences

Adaptable team player
Detail oriented and ability to adhere to strict timelines
Strong organizational and time management skills
Ability to critically evaluate information gathered from multiple sources
Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
Strong Microsoft Office skills

Optional:
Familiarity with the financial markets and current regulatory landscape
Project management experience
Business analysis skills

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