About The Position
Bachelor's degree in Business, Finance, or a related field. Advanced degree or professional certification preferred. Typically 7-12 years of experience. Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions. Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams. Proficiency in client service operations and a thorough understanding of industry regulations and standards. Client Service/Operations experience within financial services is strongly preferred. Corporate Trust background strongly preferred. CLO/CDO background strongly preferred. SOLVAS background preferred. Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred.
Requirements
- Bachelor's degree in Business, Finance, or a related field.
- Typically 7-12 years of experience.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
- Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
- Proficiency in client service operations and a thorough understanding of industry regulations and standards.
Nice To Haves
- Advanced degree or professional certification
- Client Service/Operations experience within financial services
- Corporate Trust background
- CLO/CDO background
- SOLVAS background
- Finance/accounting, compliance/reporting, reconciliation background experience
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
