Commercial Operations Product Support II
About The Position
As the Liquidity Operations Specialist, you will be responsible for facilitating, monitoring, and validating the onboarding and servicing processes for Special Liquidity products. This role requires maintaining expertise in operational capabilities, systems, and products, ensuring high-quality execution of tasks, and providing exceptional support to Special Liquidity sales and service teams. Primary responsibilities include Detail focus on managing and quality assuring operations related to Special Liquidity products; overseeing and routing operations tickets, performing daily account monitoring and reporting, and researching issues related to treasury services and entitlements; facilitating authorized disbursements, managing exceptions, and handling wire deletions. Facilitate, monitor and validate onboarding and servicing processes for Special Liquidity products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams; facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup; addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests. Disbursement validation, periodic monitoring and reporting, error correction through Salesforce reports, and managing the Special Liquidity library for operational guidance, processes, and procedures; periodic control testing and refresh exercises, ensuring that all operational activities are conducted efficiently and accurately.
Requirements
- Bachelor's degree in business administration, Finance, or a related field.
- Proven experience in operations management, preferably within the financial services industry.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite).
Nice To Haves
- Advanced degree or certification in a related field.
- Experience with Special Liquidity products and services.
- Knowledge of treasury services and entitlements.
- DACA/BACA knowledge.
Responsibilities
- Managing and quality assuring operations related to Special Liquidity products
- Overseeing and routing operations tickets
- Performing daily account monitoring and reporting
- Researching issues related to treasury services and entitlements
- Facilitating authorized disbursements
- Managing exceptions
- Handling wire deletions
- Facilitating, monitoring and validating onboarding and servicing processes for Special Liquidity products
- Maintaining expertise in operational capabilities, systems, and products
- Managing tickets and cases for Core Ops teams
- Facilitating post-execution documentation
- Sending welcome letters with wiring instructions
- Enabling portal enrollment and setup
- Addressing exception requests
- Managing mailboxes for sales and service teams
- Channeling requests for amendments, disbursements, triggering, termination, and ops exception requests
- Disbursement validation
- Periodic monitoring and reporting
- Error correction through Salesforce reports
- Managing the Special Liquidity library for operational guidance, processes, and procedures
- Periodic control testing and refresh exercises
Benefits
- competitive pay
- comprehensive medical, dental and vision coverage
- retirement benefits
- maternity/paternity leave
- flexible work arrangements
- education reimbursement
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Management of Companies and Enterprises
Number of Employees
5,001-10,000 employees
