Account Support Services II

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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. Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes. Originally posted on Himalayas

SUMMARY 账户支持服务II在执行业务转移代理职责方面发挥关键作用，例如通过电子邮件与外部公司沟通、定期对账流程、账户和交易状态审查。该角色涉及适度的直接客户参与以及与其它运营团队的高度协作。 主要职责 协调并协助与外部公司的标准化技术集成，支持入职、实施、测试和持续运营准备。 执行控制审查和数据验证活动，以确保内部系统内信息的准确性、完整性和完整性。 开发、维护和沟通程序文档、流程更新和持续改进举措。 执行与另类投资交易日历和预定处理事件相关的定期运营活动。 将外部平台数据、交易记录和运营日志与内部报告进行对账，以确保财务准确性和数据一致性。 研究并获取缺失的账户信息，与内部和外部利益相关者协调以解决数据缺口并支持账户入职。 作为客户、FinTech合作伙伴和经纪公司的联系人，处理与账户相关的查询。 与团队成员和跨职能部门协作以解决问题、支持业务流程并确保及时完成交付成果。 为流程改进、自动化、报告和其他举措做出贡献，以支持团队和组织目标。 教育和经验 优先考虑工商管理或相关领域的学士学位。 2-4年客户服务或相关领域经验。 金融服务行业背景。 考虑教育、经验和KSA的等效组合。 知识 熟悉运营标准，包括SEC、IRS和招股说明书法规。 了解退休产品，如IRA、Simple IRA和其他计划。 精通共同基金和另类投资产品。 熟练使用Microsoft Office Suite和Adobe Acrobat。 技能和能力 能够使用创新和批判性思维进行故障排除。 强大的多任务处理、分析和组织能力。 积极主动、具有战略眼光且注重细节，致力于质量、效率和有效性。 坚持个人诚信、责任和问责。 与团队成员协作高效利用资源。 积极参与问题解决和决策。 清晰简洁的沟通技能，包括书面和口头。 积极倾听以理解和促进思想的开放交流。 能够识别需求并获取资源以实现目标。 在所有情况下与同事和外部合作伙伴建立并维护有效关系。 根据新信息、条件或挑战调整优先级和截止日期。 Ultimus是平等机会雇主，不因申请人或雇员的种族、肤色、宗教、国籍、血统、性别、性取向、年龄、残疾、退伍军人或军事状态、遗传信息、公民身份或任何其他受联邦、州或地方反歧视法保护的状态而歧视。我们的就业申请中的任何问题均不旨在获取用于不允许目的的信息。 最初发布于Himalayas

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