Assist in the integration of new client operations after the on-boarding process is complete and act as main point of escalation internally and externally
Implement new policies and procedures
Responsible for yearly performance reviews and career development of direct reports.
Conduct Quarterly on Ones with direct reports
Become the central escalation point regarding issue and error resolution
Maintain strong and professional working relationships both inside and outside the firm
Oversee and enforce established procedures and controls
Responsible for communicating up the organization any issues or exposure
Provide detailed support to clients and internal management around operational procedures and best practices
Continually seek out opportunities/ways to work smarter, faster, better and to create efficiencies in the daily workflows.
Support and Lead Team
Responsible for conducting monthly/adhoc team meetings as necessary.
Requirements
Bachelor’s degree or the equivalent combination of education and experience is required.
Minimum of 7-10 year(s) Operations experience (examples: processing, reconciliation, trading, corporate actions, opening new accounts)
2-3 years of experience in leadership role and managing staff
Focus on the highest level of customer service to the company’s clients.
Knowledge of the Retail Managed Accounts information/data flow
Knowledge of Institutional information/data flow a plus
Experience working under tight timelines, producing accurate results, and mitigating risks
Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
Strong analytical, research, and problem solving skills as well as attention to detail
Team player with a positive attitude who can effectively train and supervise others
Self starter attitude
Ability to organize, manage data, prioritize tasks and work in a deadline oriented environment
Ability to learn and adapt in a growing and changing environment
Demonstrate aptitude in troubleshooting and complex problem solving
Excellent computer skills
Strong verbal and written communication skills with internal and external contacts.
Ability to multitask in a fast paced environment and react to change positively.
Attention to detail and highly organized with excellent follow-up abilities.
Experience working with Fixed Income and multi-currency securities is a plus
Ability to multitask in a fast paced environment and react to change positively.