BetaNXT

Collections

• Provide leadership for the team and organization.
• Accountable for ensuring timely and accurate completion of the department’s tasks (Collections, Proxy Support, Disclosure/NOBO processing).
• Interact with clients to assist with queries related to invoices and payments.
• Coordinate with finance to reconcile payment discrepancies.
• Manage escalations with department leaders related to invoice challenges.
• Support Proxy team for material requests, inventory maintenance tasks.
• Ensure completion of NPI data based requests of Shareholder Disclosure files and Nobo Files.
• Accountable for the department’s SLA performance.
• Accountable for ensuring all procedures and processes meet global regulatory requirements.
• Responsible for training, mentoring, and assessing staff performance.
• Interpret, develop, and implement operational policies and procedures for functions of low to moderate complexity within the designated scope of responsibility.
• Exercise sound judgment to allocate resources, set priorities, and resolve operational issues to ensure the team meets business objectives.
• Provide mentorship and professional development to direct reports.

Manager, Operations, Collections

Manager

• Demonstrate leadership across the team and organization.
• Ensure consistency in execution across domestic and global tabulations tasks.
• Ensure daily work in the areas is allocated, monitored, and completed according to deadlines.
• Maintain and ensure procedures are kept current.
• Manage onboarding of new employees including equipment and Human Resources requests.
• Responsible for SOC control compliance.
• Establish priorities within the team, establish work schedules, organize, and direct the flow of work.
• Adjust individual assignments as needed.
• Attend and participate in technology development efforts and meetings.
• Facilitate and lead team meetings.
• Coordinates and provides day-to-day oversight of processing and staff.
• Educate and inform staff about department’s services and updates.
• Identify potential obstacles or hurdles in meeting accuracy or performance requirements and incorporating best practices to mitigate and prevent each from occurring in the future.
• Identify process improvements and procedure updates.
• Manage and direct multiple priorities within tight time constraints.
• Interact with all levels of internal staff and management.
• Engage with peers, clients, and external business partners, promoting strong partnerships and working relationships.
• Plan for and respond to changing processing, management needs, and seasonal fluctuations of workload.
• Provide consistent and thorough updates to management.
• Other duties as assigned.

Tabulations Manager

Client Services Representative

• Execute daily transactional tasks including data entry, reconciliation, and reporting related to cost basis and tax reporting services.
• Respond to client inquiries with professionalism, accuracy, and timeliness, ensuring high service standards.
• Support tactical initiatives aimed at improving service delivery, operational workflows, and client satisfaction.
• Collaborate with onshore client service teams to ensure consistent and aligned support across geographies.
• Join client-facing calls led by U.S.-based Client Service Representatives to provide offshore support, take notes, follow up on action items, and assist with documentation or issue resolution.
• Assist in the execution of medium- and long-term projects, including documentation, tracking, and reporting.

Lead Associate, Client Support Services

Full-stack Engineer

• Using an analytical, engineering-focused approach and expert knowledge of programming languages to develop computer programs and ensure software is as functional and robust as the client or consumer needs.
• Develop flawless solutions based on requirements with thorough coding and unit testing.
• Help improve our code quality through writing unit tests and automation.
• Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions.
• Work with the product and design teams to understand end-user requirements, formulate use cases, and then translate that into a pragmatic and effective technical solution.
• Ensure continued functionality of a program during maintenance and testing of software.
• Revisit the development process to fix bugs or address client or consumer concerns.
• Document each aspect of a system or application as a reference for future upgrades and maintenance.
• Dive into difficult problems and successfully deliver results on schedule.
• Creates, reviews, and maintains all required technical documentation/ manual related to assigned software to ensure supportability and reuse.

Manager, Operations, Collections

Tabulations Manager

Lead Associate, Client Support Services

Lead Associate, Software Engineering