11 дней назад
Representative II, BPS Client Service & Support (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Representative II, BPS Client Service & Support (Fintech): Overseeing and reviewing client asset and account transfers through FIS custody, including ACATS processing, mutual fund re-registration, reconciliation, reporting, and exception handling with an accent on operational accuracy and client communication. Focus on investigating transfer discrepancies, translating client requirements into technical specifications, and training internal and external users on systems and procedures.
Location: US GA ATL 201 STE 900
Company
provides technology and services for payments, banking, investing, and fintech operations.
What you will do
- Oversee and review transfer processing work to ensure accuracy, timeliness, and compliance with service level agreements.
- Initiate, review, and track inbound and outbound client account transfers between broker-dealers using ACATS and other industry tools.
- Coordinate mutual fund re-registration, liquidation, and delivery or receipt activities with fund companies.
- Review settlement reports, verify asset valuations, and monitor transfer deadlines.
- Investigate and resolve ACATS rejects, registration errors, and account discrepancies with internal and external stakeholders.
- Guide clients through the transfer lifecycle, develop procedures, and train internal and external users on systems and process changes.
Requirements
- Extensive knowledge of and industry tools used to move assets and cash between depositories, custodians, and fund companies.
- Strong analytical, problem-solving, negotiation, documentation, and communication skills.
- Ability to analyze data, solve operational problems, and handle projects appropriate to the role.
- Strong attention to detail and analytical and technical skills for data mapping.
- Ability to translate client requirements into technical specifications and communicate them to technical staff.
- Bachelor’s degree in business or a related field, or equivalent experience.
Culture & Benefits
- Full-time employment with a competitive salary and benefits.
- Personal and professional learning opportunities.
- Inclusive and diverse work environment.
- Resources to support community involvement.
- Career growth opportunities in fintech.
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