s remote (Onsite Tuesdays, Wednesdays and a third day of your choosing)**
The impact you will have in this role:
Being a member of the Global Service Bureau team the Global Service Bureau Specialist will be responsible for the accurate set-up, maintenance and enrichment of Standing Settlement Instructions in ALERT and the generation of reports for clients. The role requires the highest level of attention to detail where the Associate should be able to accurately capture and transfer information and instruction from clients to our system; able to see through the data, compare this against information sent by the client, pinpoint missing mandatory information and identify non-compliant data vs validation rules. As assigned by the Leads, the Specialist will be involved in managing huge projects where he/she will 1) perform project scoping to determine capacity requirement based on client's volume 2) determine turnaround time target 3) negotiate with internal and external parties on reasonable turnaround time commitment 4) communicating with internal and external parties on project progress, issues encountered and coming up with mutually agreeable solution to address issues 5) ensuring client satisfaction during and after the completion of each project.
Your Primary Responsibilities:
Actively handling multiple projects taking responsibility for meeting required turn-around time commitments (in line with departmental benchmarks/metrics) and with the highest level of accuracy.
Responds to client requests with regards to Global Service Bureau services
Manage assigned cases in Salesforce, make the necessary updates on the case, works with the client in confirming closure of the case
Adheres to agreed quality standards in executing all assigned tasks, ensures 100% compliance to Information Security and Client Confidential Information policies of the organization
Responsible for generating various reports for clients (Brokers, Investment Managers, and Custodians) including benchmark reports, data quality initiative reports, etc.
****NOTE: The Primary Responsibilities of this role are not limited to the details above. ****
Bachelor's degree preferred but not essential
Talents Needed For Success:
Minimum of 3 years' experience
Collaborates well within and across teams.
Communicates openly with team members and others.
Works with the team to review deliverables and ensure quality and accuracy; Adheres to established rules and procedures when performing work.
We offer top class training and development for you to be an asset in our organization!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.