Operational Setup Specialist (Closed)

SkillStorm is seeking an Operational Setup Specialist for our client in New York, New York. Candidates must be able to work on SkillStorm's W2; not a C2C position. EOE, including disability/vets.

Description:

• Within the Global Onboarding team, this role is responsible for all the operational setups of an onboard. Coordination with RDS, Onboarding Managers, Margin, Billing, Account Managers, CSRs, etc.

Responsibilities:

• Accountable for ensuring overall client satisfaction while at the same time meeting the firm’s global audit, compliance, risk and control requirements
• Coordination of account opening requests and all static data updates
• Scheduling Client Reporting
• Pricing/Billing Setups
• Margin Setups
• Manage your own pipeline and be aware of when to escalate issues

Qualifications:

• Knowledge of Prime Brokerage/Operational Setups preferred
• Ability to build relationships with stakeholders (internal and external)
• Strong communication skills
• Ability to multi-task
• Ability to think outside of the box to provide value added process improvement
• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner

• Excellent communications skills and ability to present to an audience
• Ability to work under pressure in a team environment
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
• Previous experience within Prime Broker a plus

Other Qualifications:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

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