Account Manager
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Job Location:
Chesterbrook, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days 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.
