What are the responsibilities and job description for the Ops Specialist-CAP (JSY) #: 25-08791 position at HireTalent - Diversity Staffing & Recruiting Firm?
Job Description
Must have experience with the following:
responsible for ensuring that new accounts are set up properly and maintained effectively on ***&Co. systems.
The Specialist will develop an in-depth knowledge of ***&Co.’s business lines, subcustodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft. He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance. The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
Must have experience with the following:
- Microsoft Excel, Analytical, Close Attention to Detail, Previous Operational Role Experience
- The contractor can work remotely although we encourage hybrid, full-time employees working hybrid 3 times a week
responsible for ensuring that new accounts are set up properly and maintained effectively on ***&Co. systems.
The Specialist will develop an in-depth knowledge of ***&Co.’s business lines, subcustodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft. He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance. The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
- Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
- Code data from the new account form into various ***&Co. systems.
- Perform maintenance functions on existing accounts.
- Escalate problem items.
- Monitor and identify incomplete and/or inconsistent information that may result in risk to *** or our clients. Resolve the discrepancy and execute transaction
- Escalate problem items
- Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
- Provide superior client service.
- Communicate as part of a team.
- Gain an understanding of the big picture – how specific function impacts the firm.
- Contribute to Division or Firm process improvement activities.
- Understands ***’s systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
- Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.
- Learn how ***&Co., systems interact with one another. BA/BS degree. Demonstrated PC skills. Ability to identify, escalate and resolve a problem. Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to meet deadlines and work under pressure.
