Transfer Agency Financial Services Representatives - Chicago, United States - Major Chicago Employer

Description

Operates under general supervision but works on own most of the time. Serves on large and/or complex projects. Also, serves as the lead consultant/project manage on smaller or less complex projects.

• Technically competent to act as first point of reference for daytoday queries, and serves as a liaison to related areas. Has both broad and indepth knowledge in chosen field, plus strong knowledge of related areas.
• Carries out relatively complex, extensive, high profile activities e.g. direct interaction with committees and more senior management. Demonstrates excellent analytical, consultative, communication and judgment skills.
• May lead projects and/or train lowerlevel staff. Focuses on maintenance and implementation of policies and procedures in the function, building towards becoming an area expert.
• Job DescriptionThe Partnership Services Group provides a thirdparty fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations and statements.
• The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions working within all client service standards.
• The Consultant will also lead initiatives, will have familiarity with fund information and learn client bespoke processes.
• The Consultant work closely with Client Service Managers with some client facing responsibilities and PSG leadership team on client escalations, processes and SLA updates while being an operational expert and maybe asked to join meetings.
• Will process and do quality checks of partners work and final client correspondence daily.
• Works closely with their direct team, client service managers, and India to identify and address inefficiencies, control gaps and enhance client deliverables. Comfortable joining meetings, escalations and calls on relative investor/client matters.
• The operational expert on processes, SLA's, research and impacts across the business.
• Close procedural gaps and enhance education across peer group.
• A keen eye to quality and understands when to escalate an issues. Participates or leads efforts that impact tasks or deliverables across teams. Effective communicator, can tell a story either verbally or through presentation format.
• Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.

Education/Experience

• A College or University degree and/or relevant work experience is strongly preferred
• 2 +Years Industry experience or relevant senior client servicing role.
• Strong critical and analytical skills, able to influence others and educate along the way.
• Excellent oral and written communication skills a must.
• Flexibility and strong fortitude to work through constant change.
• Expert fund level knowledge, processes, clients, investor types and systems (Wires, registers, workflow, case management tools, outlook / Dynamics.)
• Able to research and resolve issues independently, owning escalations and client responses.
• Able to work effectively with other partner areas to identify and enhance client deliverables.
• Strong time management, setting priorities and manage deadlines, escalating issues.
• Proficiency in Excel, PowerPoint, JIRA, SharePoint and data mining.

Pay:
$62, $75,000.00 per year


Experience:

• Cash handling: 1 year (preferred)
• Banking: 1 year (required)
• Customer service: 1 year (required)
• Financial services: 2 years (required)

Work Location:
Hybrid remote in Chicago, IL 60604