What are the responsibilities and job description for the Contractor-Operations position at APN Consulting Inc?
Analyst / AVP - Account Manager/Client Window
6 months
Chesterbrook PA (Hybrid - 50 % Onsite & 50 % Remote)
Description
Responsibilities:
• Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds …)
• Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
• Ensure accurate responses to client requests and queries
• Participate to clients conference calls and meetings
• Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
• Adherence to internal controls to eliminate risk and operational losses
• Deliver constant high quality of service
• Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI …)
• Ensure the coordination and the communication between the internal operations teams and the client
• Prepare reporting requested by internal and external auditors
• Participate to client onboarding calls and perform the account opening in systems
• Support and complete projects and initiatives as assigned
Minimum required qualifications
• Bachelor or higher degree
• Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
• Experience in large custody project migration with responsibility of the different related working groups
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent communication across verbal, written and presentation skills
• Positive, energetic, flexible and self-motivated team player with strong organizational skills
• Analytical, rigorous, with attention to details
• Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
• Build and maintain transversal, non-hierarchical relationships with multiple stakeholders
Preferred qualifications: Advanced degree considered as a plus
Client Registrations Required: Not applicable
6 months
Chesterbrook PA (Hybrid - 50 % Onsite & 50 % Remote)
Description
Responsibilities:
• Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds …)
• Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
• Ensure accurate responses to client requests and queries
• Participate to clients conference calls and meetings
• Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
• Adherence to internal controls to eliminate risk and operational losses
• Deliver constant high quality of service
• Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI …)
• Ensure the coordination and the communication between the internal operations teams and the client
• Prepare reporting requested by internal and external auditors
• Participate to client onboarding calls and perform the account opening in systems
• Support and complete projects and initiatives as assigned
Minimum required qualifications
• Bachelor or higher degree
• Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
• Experience in large custody project migration with responsibility of the different related working groups
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent communication across verbal, written and presentation skills
• Positive, energetic, flexible and self-motivated team player with strong organizational skills
• Analytical, rigorous, with attention to details
• Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
• Build and maintain transversal, non-hierarchical relationships with multiple stakeholders
Preferred qualifications: Advanced degree considered as a plus
Client Registrations Required: Not applicable
