Transaction Associate
Transaction Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Join our Securities Management Team as a Transaction Associate where you will play a key role in managing Asset Moves Account Opening and Tax ReRate processing for Lending Clients. This is an exciting opportunity to build relationships with stakeholders and ensure seamless client onboarding and exiting processes.
As a Transaction Associate within Trading Services you will be responsible for overseeing and completing Asset Moves Account Opening and Tax ReRate processing for Lending Clients. You will manage the pipeline of work build relationships with stakeholders resolve complex inquiries and meet tight deadlines.
Job responsibilities:
- Interfaces with business groups as part of the Client onboarding processes liaising with Custody Teams Product Relationship Management and various stakeholders.
- Analyzes data escalates any anomalies and discuss solutions.
- Drives own action planning in line with overall task initiatives and team objectives working well with colleagues to ensure all pipeline activity is completed accurately and on time.
- Participates in projects and/or processes taking direction from the Project Lead.
- Is involved in clientdriven/regulatory change initiatives producing metrics and reporting for Securities Operations.
- Manages a high volume of queries exhibit ownership and communicate status relating to pipeline and deadlines.
Required qualifications capabilities and skills:
- Excellent problemsolving skills.
- Ability to collaborate with others to meet deadlines crosstrain and expand understanding of the teams operations.
- Strong time management skills and ability to effectively prioritize.
- Excellent verbal written interpersonal and organizational skills.
- Strategic thinker with the ability to manage change.
- Demonstrated teambuilding skills and ability to work in a team environment.
- Proficient in MS Office tools including Outlook Excel Word and PowerPoint.
Preferred qualifications capabilities and skills:
- Experience in managing complex inquiries and building stakeholder relationships.
- Ability to adapt to changing priorities and work under tight deadlines.
- Experience in participating in clientdriven/regulatory change initiatives.
Required Experience:
IC
Employment Type
Full-Time
