Account Manager

Chesterbrook, PA - USA

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Overview:

TekWissen is a global workforce management provider headquartered in Ann Arbor Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two divisions Retail Banking and Services and Corporate and Institutional Banking.

Position: Account Manager

Location: Chesterbrook PA 19087

Duration: 7 Months

Job Type: Temporary Assignment

Work Type: Onsite

Shift: 8:00am to 5:00pm

Job Description:

Responsibilities:

Serve as a senior custody Account Manager in charge of financial institutions (banks brokers hedge funds )
Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
Ensure accurate responses to client requests and queries
Participate to clients conference calls and meetings
Adherence to all US regulations as related to the services offered along with the adherence to internal bank and business line procedures and policies.
Adherence to internal controls to eliminate risk and operational losses
Deliver constant high quality of service
Provide clients with ad hoc reports as agreed in the SLA (client cash forecast KPI )
Ensure the coordination and the communication between the internal operations teams and the client
Prepare reporting requested by clients auditors
Participate to client onboarding calls and perform the account opening in systems
Support and complete projects and initiatives as assigned

Minimum required qualifications

Bachelor or higher degree
Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years work experience in the financial industry
Experience in large custody project migration with responsibility of the different related working groups
Strong knowledge of Custody industry and its regulatory environment
Advanced proficiency in Microsoft Office (Word Excel PowerPoint)
Excellent communication across verbal written and presentation skills
Positive energetic flexible and self-motivated team player with strong organizational skills
Analytical rigorous with attention to details
Facilitate and lead a collaborative environment ensuring subject matter experts can work outside the box; engage people helping them solve their own issues
Build and maintain transversal non-hierarchical relationships with multiple stakeholders

Preferred qualifications:

Advanced degree considered as a plus

TekWissen Group is an equal opportunity employer supporting workforce diversity.

Overview: TekWissen is a global workforce management provider headquartered in Ann Arbor Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two division...