Client Service Associate II
On-site · Tampa, Florida, United States
Tampa, Florida, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide premier service delivery in Investment Middle Office Services—Client Operations, ensuring accurate and timely delivery of investment operations to end clients, handling full lifecycle from broker matching to settlement, IBOR delivery, reconciliations, and client/regulatory reporting; collaborate across Global IMOS, Front Office, Risk, Compliance, and Technology to drive service improvements and client satisfaction.
Required Qualifications
- Excellent client facing skills & communication style
- Understanding of investment Operations, Trade Services, IBOR, Recon.
- Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
- Excellent problem solving skills to identify, understand and address operational and technical issues
- Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
- Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
- Self-starter with ability to learn quickly
- Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
- Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
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