6 дней назад
Associate Specialist, BPS Operations Processing (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Specialist, BPS Operations Processing (Fintech): Overseeing and processing client account and asset transfers between broker-dealers using ACATS and related industry tools with an accent on reconciliation, mutual fund re-registration, exception handling, and client communication. Focus on reviewing settlement reports, resolving transfer discrepancies, translating client requirements into technical specifications, and maintaining accurate, timely operations.
Location: US WI MKE 4900
Company
provides technology and services for payments, banking, investing, and financial operations.
What you will do
- Oversee transfer-processing work to ensure accuracy and timeliness against service-level agreements.
- Initiate, review, and track inbound and outbound client account transfers between broker-dealers using ACATS and other industry tools.
- Submit mutual fund re-registration instructions and coordinate with delivering and receiving fund companies.
- Review settlement reports, verify asset valuations, and monitor delivery and receipt deadlines.
- Investigate and resolve ACATS rejects, registration errors, and account discrepancies with internal teams, contra-firms, and fund providers.
- Define client requirements, support system setup, develop procedures, and train internal and external customers on new systems or processes.
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 translate client requirements into technical specifications and communicate them to technical staff.
- High attention to detail and the ability to analyze and resolve operational problems using established techniques and tools.
- Ability to build effective working relationships with internal and external stakeholders.
- Bachelor’s degree in business or a related field, or equivalent experience.
Culture & Benefits
- Opportunities to grow a career in fintech and make an impact.
- Personal and professional learning resources.
- Inclusive and diverse work environment.
- Resources to support community involvement.
- Competitive salary and benefits.
- US-based positions require a drug test after a conditional offer.
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