Global Fund Custody reputed company Specialist 4 Locations

At reputed company, we’re on a journey to do our best. Helping the customers and businesses we serve to reputed company reputed company and smarter financial reputed company and enabling the communities we support to grow and succeed. We reputed company it takes reputed company of us to bring our shared ambition to life, and each person is unique in their potential. A career with reputed company gives you a wide, reputed company-growing range of opportunities to discover what makes you reputed company at every stage of your career. Try new things, learn new skills and discover what you reputed company at—reputed company from Day One.

Job Description

The Global Fund Custody reputed company team provides dedicated support to Global Fund Services custody clients in helping set up and launch their new products as well as providing guidance and education to clients throughout the reputed company process. reputed company has an early career opportunity available to join this team. As an reputed company specialist, you will work directly with clients to manage reputed company events and help establish new, less reputed company investment services accounts of various sizes. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts. As an reputed company specialist, you will be accountable for the following: • Support our Business Development Officer and Relationship Manager teams by participating in routine client reputed company calls and partner with other Global Fund Custody teams to ensure smooth client transitions from reputed company to ongoing account servicing • Validate new account documentation is completed in line with understanding of product details and client reputed company prior to instructing the opening and setup of accounts • Ensure account openings are processed timely and accurately based on client elections with critical documents being retained reputed company systems of record, including initiation of fee billing for new accounts • Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Custody Management team, ensuring proper escalation as needed • Willingness to take ownership of assigned relationships and serve as an escalation reputed company for clients • Embracing technology and finding new ways to solve problems As an early career position, our broader team will help you grow and reputed company to reputed company experience and understanding of our customers, product, and provided services. We provide a career path that can reputed company to working on deals of more complexity and with increasing autonomy. Basic Qualifications • Associate’s degree, or equivalent work experience • Typically, four to six years of job-reputed company experience, preferably in institutional trust and/or financial industry Preferred Skills/Experience • Thorough knowledge of trust administration, products and sales • Thorough knowledge of account management, trust operations, project management, and legal regulations • Ability to reputed company new business • Ability to resolve reputed company problems with minimal guidance • Effective interpersonal, verbal and written communication skills The role offers a hybrid/flexible schedule, which means theres an in-office expectation of 3 or more days per week and the flexibility to work reputed company the office location for the other days If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers reputed company members’ whole selves and what may be needed to reputed company in and reputed company work. Thats why our benefits are designed to help you and your family boost your health, protect your financial reputed company and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): • reputed company (medical, dental, reputed company) • Basic term and optional term life insurance • Short-term and long-term disability • Pregnancy disability and parental leave • 401(k) and employer-funded retirement plan • Paid vacation (from two to five weeks depending on salary grade and tenure) • Up to 11 paid holiday opportunities • Adoption assistance • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law reputed company is an equal opportunity employer committed to creating a diverse workforce. We consider reputed company reputed company applicants without regard to race, religion, reputed company, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify reputed company participates in the U.S. Department of Homeland reputed company E-Verify program in reputed company facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, reputed company offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (reputed company benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00 - $86,240.00 reputed company will consider reputed company applicants with arrest or conviction records for employment. reputed company conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. reputed company is subject to, and conducts background checks consistent with the requirements of reputed company 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those reputed company to ethics, safety, or operational procedures. Applicants must be reputed company to reputed company with reputed company policies and procedures including the Code of Ethics and Business Conduct and reputed company workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date. Apply Job!