Financial Account Manager - Primary Talent Partners

Chesterbrook, PA 19087

About the Job

Primary Talent Partners has a 6 month contract opening for a Financial Account Manager to join a multinational corporate bank for a hybrid position in Chesterbrook, PA.

Pay: $40.00/hr - $45.00/hr
Contract: 6 months, extensions likely, conversion possible
Type: W-2, cannot support C2C or provide visa sponsorship
Hybrid: 3 days onsite, 2 days remote.

Responsibilities:

Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge 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 clients auditors
Participate to client onboarding calls and perform the account opening in systems
Support and complete projects and initiatives as assigned

Minimum required qualifications

Bachelor or higher degree
Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years work experience in the financial industry
Experience in large custody project migration with responsibility of the different related working groups
Strong knowledge of Custody industry and its regulatory environment
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 qualifications:

Advanced degree considered as a plus

Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at info@primarytalentpartners.com

#PTPJobs

#LI-PTP

Source : Primary Talent Partners