Franklin Street Partners Operations Specialist

Fifth Third Bank•Chapel Hill, NC

18h•Onsite

About The Position

The Franklin Street Partners Operations Specialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements

3+ year's relevant experience
High school diploma or equivalent.
Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook
Acquired understanding of company policies, procedures, and operations
Knowledge of the firms businesses and the related industry economics
Ability to multi-task and work well under pressure
Excellent customer service and problem resolution skills
Ability to work efficiently with a low margin of error
Excellent verbal and written communication skills
Effective customer relations both internal and external

Nice To Haves

College degree preferred.
Knowledge of Advent Portfolio Exchange (APX) preferred

Responsibilities

Cashiering Process wires, check requests, EFT’s as requested on a daily basis.
Enter all the details for client deposits via check or wire.
Scan all paperwork related to each transaction and save it in the electronic document storage system.
Prepare stock gift transactions and letters to clients to provide the details of the transactions
Post income into our systems for held away assets.
Special reporting for clients on an as needed basis.
Manage the process for quarterly mailing of client statements.
Support Front Desk coverage, as needed.
Special projects, as needed.
Open/verify new accounts in APX
Maintain transfer list to keep relationship managers up to date on account transfers
Process incoming and outgoing account transfers
Reconcile assets received vs. prior custodian statements
Obtain cost basis prior to account acceptance and transfer
Troubleshoot issues with transfers between custodians
Monitor account closings & transfers
Make all changes to APX with internal transfers

Benefits

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

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