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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