Job Description:
This job is responsible for standard 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. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
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Required Skills:

Knowledge of GCATTS, ATCS, TDSR and other broker transfer systems
Attention to Detail to ensure accuracy of account number(s) and asset(s) to be transferred
Effective Written Communications when working with external firms
Accountability – ensuring all requests are completed in its entirety
Analytical Thinking – self-reliant to analyze situations and make quick decisions
Independence – ability to work independently with minimal supervision and guidance. Must also demonstrate high accuracy.
Collaboration – working with other LOBs to achieve same goals
Mentoring – working alongside peers and providing support/guidance
Research – ability to understand systems to perform effective research
Risk Management – ability to detect potential risk(s)

Desired Skills:

Familiarity with ACAT and Non-ACAT transfers

Skills:

Attention to Detail
Customer and Client Focus
Oral Communications
Problem Solving
Recording/Organizing Information
Written Communications
Account Management
Analytical Thinking
Prioritization
Collaboration
Mentoring
Research
Result Orientation

Shift:
1st shift (United States of America)

Hours Per Week:
40