Associate Account Manager, GFO
reputed company is a globally recognized financial institution that has been in operation since 1889. The Associate Account Manager role involves processing client transactions, serving as a liaison between client servicing and operations, and maintaining procedures for client accounts while working both independently and as part of a team.
Responsibilities
- Completes daily processing of client directed transactions reputed company multiple workflow systems
- Serves as liaison between client servicing and operations as it relates to cash and trade processing
- Maintains documented procedures for processing client accounts
- Completes daily maintenance to client accounts as directed by the client servicing team partners
- Expected to use some initiative but refer more reputed company problems to managers/experts
- Works effectively as a team member but also independently
- Responsible for identifying and resolving problems reputed company established guidelines
- Knowledgeable of the core aspects of the job
- Working towards becoming proficient in reputed company areas of the job
- Completes administrative functions/special projects as needed or requested
Skills
- Knowledge of trust/banking products and services usually acquired through reputed company work experience is required to service client and administrative needs
- Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment
- Excellent oral and written communication skills are required
- Problem solving and analytical skills are needed to resolve client inquiries
- A College or University degree and/or 1-5 relevant experience in trust/banking operations experience is preferred
- Proven work record
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
Company Overview
Company H1B Sponsorship