Reconcile positions, payments and process transactions to clients account
Performs both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise.
This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy.
Generally involves managing customer accounts, processing payments, income, or taxes, and resolving queries across multiple corporate- and income-related events.
Requires understanding of asset servicing lifecycle.
Serves as point of contact for internal communication with Middle Office and Client Service.
Additional responsibilities include peer work review and offering suggestions on process improvements.
May serve as a lead or mentor on team as the direct resource regarding products, services and LOB knowledge.
Flexible with extended hours as per business requirements to meet client expectations
Ability to work under pressure and in different shifts
Manage complex cases and ensure great turnaround
Process high value transactions diligently
Good to work for extended hours during high volumes and manage deadline driven activities