Finance Custody Account Manager - SGA Inc.

Chesterbrook, PA

About the Job

Software Guidance & Assistance, Inc., (SGA), is searching for an Account Manager for a CONTRACT assignment with one of our premier Financial Services clients in Chesterbrook, PA.

Responsibilities:

Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds ...)
Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
Ensure accurate responses to client requests and queries
Participate to clients conference calls and meetings
Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
Adherence to internal controls to eliminate risk and operational losses
Deliver constant high quality of service
Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI ...)
Ensure the coordination and the communication between the internal operations teams and the client
Prepare reporting requested by internal and external auditors
Participate to client onboarding calls and perform the account opening in systems
Support and complete projects and initiatives as assigned

Required Skills:

Bachelor or higher degree
Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
Experience in large custody project migration with responsibility of the different related working groups
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
Excellent communication across verbal, written and presentation skills
Positive, energetic, flexible and self-motivated team player with strong organizational skills
Analytical, rigorous, with attention to details
Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
Build and maintain transversal, non-hierarchical relationships with multiple stakeholders

Preferred Skills:

Advanced degree considered as a plus

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

Source : SGA Inc.