Client Service Specialst,Assc2
Location:
Quincy , Massachusetts
Posted:
November 22, 2017
Reference:
173957
As a Client Service Specialist Associate 2 you will interact internally with global Centers of Excellence Client Operations teams business unit Shared Service teams and Joint Venture operations teams to complete the collateral management and processing for assigned clients and portfolios.
Job Duties and Responsibilities
    \t
  • \t\tServe as a single point of contact providing inquiry and operational support to high profile internal and external clients on collateral management functions
  • \t
  • \t\tHigh level tasks include issuing and responding to margin calls collateral allocation and processing the dispute resolution process and/or collateral settlement.
  • \t
  • \t\tPartner with our joint venture staff to provide high quality service; perform some oversight functions with your manager's assistance
  • \t
  • \t\tOwn a Risk Excellence mindset in all tasks as part of our Way Ahead foundation which includes understanding the upstream and downstream impacts of operational flows and having a critical eye on common pitfalls to Risk Excellence
  • \t
  • \t\tContribute to our team effort of providing excellent collateral service to our clients by proactively identifying opportunities for improvement in all aspects of our business
  • \t
  • \t\tResolve a broad range of questions for and carry out processing tasks to resolve a variety of requests for internal and external clients
  • \t
  • \t\tSupport the review and validation of collateral data as needed: anticipate and resolve impactful events to the client.
  • \t
  • \t\tResearch and resolve exceptions perform reconciliations and actively monitor for incorrect transactions or issues
  • \t
  • \t\tCollaborate with internal and external groups to identify analyze and resolve issues
  • \t
  • \t\tDevelop expertise in the use of our proprietary collateral system
  • \t
  • \t\tMonitor and resolve income events on collateral positions
  • \t
  • \t\tContinually strive to learn more about our business
  • \t
  • \t\tValidate and review all daily activity while maintaining all required controls
  • \t
  • \t\tInterprets client needs and works to meet those needs offering assistance and advice on standard practical issues
  • \t
  • \t\tProactively communicate with clients on matters of interest and importance developing and enhancing the relationship
  • \t
  • \t\tHandle complex issues and escalate as needed acting with a sense of urgency
  • \t
  • \t\tDocument any updates or changes to formal procedures databases etc.
  • \t
  • \t\tSupport training of new hires as necessary
  • \t
  • \t\tIdentify and report all risk and compliance issues breaches and suspicious activities
  • \t
  • \t\tDuring the course of normal day to day operation be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

    \t
  • \t\tBachelor's degree or equivalent work experience and a focus in Finance or related field preferred; 1-2 years of related experience
  • \t
  • \t\tStrong communication organization interpersonal and customer service skills
  • \t
  • \t\tDeadline and detail oriented
  • \t
  • \t\tComputer proficient including working knowledge of desktop software applications (e.g. Excel Word etc.)
  • \t
  • \t\tWork independently and collaboratively with the team and others outside own area of expertise


A little about us:
We hire veterans to help us transform--improve and innovate--the way we run our business to face industry challenges head-on.

Know someone who would be interested in this job? Share it with your network.