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Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
LOB Description:
The department is responsible for providing services essential for completing the trade life cycle and servicing client/front office needs. The members of this team are required to ensure timely and accurate research and resolution of equity trade breaks as well as managing trade flows from front end to back end systems. They also work closely with the firm's internal and external clients throughout the organization, including front office, operational staff, Technology, Compliance, Legal, project managers, and various business units. Excellent communication and client service skills are a must as the associate will interact with traders, sales, clients and client service representatives throughout most of the day.
Responsibilities:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Required Qualifications:
Ability to multi-task and operate under high pressured situations.
Strong PC and Microsoft skills (Excel, Word, Access, etc.).
Excellent communication skills both verbal and written.
Interpersonal skills must be very strong and team player .
Must have a keen ability to efficiently manage time and priorities.
Must be able to bring proactive and innovative business processing solutions to completion within deadlines and with minimal risk to the organization.
Prior Clearing (P&S) or trade support experience with Equity, Fixed Income, Options or all three.
Background / education in data science and ability to interpret data for change/improvements.
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