Duration: 6+ monthsJob Description Responsible for ensuring that new accounts are set up properly. The Specialist will develop an in-depth knowledge of client &Co 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.
Responsibilities:- 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.
- Perform maintenance functions on existing accounts.
- Escalate problem items.
- Monitor and identify incomplete and/or inconsistent information that may result in risk to client or our clients. Resolve the discrepancy and execute transaction
- Escalate problem items
- Communicate professionally and constructively to effectively resolve issues 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 client's 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.
- Learn how client, systems interact with one another.
Qualifications:- 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
About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit
www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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