Account Support Services II
# Account Support Services II **Ultimus Fund Solutions** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 💰 **Компенсация:** `$55,000 – $64,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Account-Support-Specialist]` `[Transfer-Agency]` `[Client-Services]` `[Operations-Specialist]` `[Financial-Services]` `[Account-Support-Representative]` `[Accounts-Support]` `[Account-Services]` --- ### About the Role SUMMARY The Account Support Services II plays a pivotal role in executing a range of transfer agency duties, such as communication with external firms via email, reoccurring reconciliation processes, account and trade status review. This role involves moderate direct client engagement and a significant degree of collaboration with other operational teams. KEY ACCOUNTABILITIES - Coordinate and assist with standardized technology integrations with external firms, supporting onboarding, implementation, testing, and ongoing operational readiness. - Perform control reviews and data validation activities to ensure the accuracy, completeness, and integrity of information within internal systems. - Develop, maintain, and communicate procedural documentation, process updates, and continuous improvement initiatives. - Execute recurring operational activities associated with Alternative Investment trading calendars and scheduled processing events. - Reconcile external platform data, transaction records, and operational logs against internal reporting to ensure financial accuracy and data consistency. - Research and obtain missing account information, coordinating with internal and external stakeholders to resolve data gaps and support account onboarding. - Serve as a point of contact for clients, FinTech partners, and brokerage firms, addressing account-related inquiries. - Collaborate with team members and cross-functional departments to resolve issues, support business processes, and ensure timely completion of deliverables. - Contribute to process improvement, automation, reporting, and other initiatives as needed to support team and organizational objectives. EDUCATION AND EXPERIENCE - Bachelor’s degree in business administration or a related field is preferred. - 2-4 years of experience in client services or a related field. - Background in the financial services industry. - Consideration for equivalent combinations of education, experience, and KSA’s. KNOWLEDGE - Familiarity with operational standards, including SEC, IRS, and prospectus regulations. - Understanding of retirement products such as IRA, Simple IRA, and other plans. - Proficiency in mutual funds and alternative investment products. - Competence in using Microsoft Office Suite and Adobe Acrobat. SKILLS AND ABILITIES - Ability to troubleshoot using innovative and critical thinking. - Strong multitasking, analytical, and organizational skills. - Proactive, strategic, and detail-oriented with a dedication to quality, efficiency, and effectiveness. - Uphold personal integrity, responsibility, and accountability. - Efficient use of resources in collaboration with team members. - Active participation in problem-solving and decision-making. - Clear and concise communication skills, both written and oral. - Active listening to understand and foster an open exchange of ideas. - Capability to identify needs and secure resources to achieve goals. - Build and maintain effective relationships with colleagues and external partners in all situations. - Adapt priorities and deadlines based on new information, conditions, or challenges. Originally posted on Himalayas
- Account-Support-Specialist
- Transfer-Agency
- Client-Services
- Operations-Specialist
- Financial-Services
- Account-Support-Representative
- Accounts-Support
- Account-Services
Наблюдалась 2026-10-10, впервые 2026-10-10, источник — Himalayas (JSON API).