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Ultimus Fund Solutions logo
Ultimus Fund Solutions

Ultimus Leverpoint 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.

AVP, Account Services

Vice PresidentVice PresidentFull TimeRemoteMid LevelTeam 501-1,000

Location

United States

Posted

94 days ago

Salary

$85K - $115K / year

Seniority

Mid Level

No structured requirement data.

Job Description

AVP, Account Services

Ultimus Fund Solutions

Role Description The AVP, Account Services is responsible for ensuring core PowerAgent functions are operating and configured to effectively meet client needs. Qualifications - Bachelor’s degree in business administration or related field. - 5-8 years of experience in client service or related field. - 3-5 years of management and leadership experience. - Experience working within the financial services industry. Requirements - Monitors daily batch jobs and error reporting; triage as needed. - Provides internal system support to operations teams. - Manages tickets with systems and output vendors to ensure issues are resolved timely and accurately. - Trains associates on daily systems processes. - Processes fund liquidations, mergers, and launches on PowerAgent. - Installs client change requests on PowerAgent. - Manages test plans for PowerAgent upgrades and hotfixes. - Assists with data mapping for client conversions. - Manages data validation plans for conversions. - Runs daily system batch jobs when primary associates are out of the office. - Reviews, enhances, and documents procedures. - Manages associates within department including hiring, training, and developing associates. - Conducts one-on-one and team meetings with associates on a regular basis. - Establishes team and individual goals for department. - Fosters performance of associates and holds them accountable for their work. - Mentors associates through instruction and coaching. - Contacts clients regarding general information and resolution of issues. - Contacts team and internal teams regarding follow-up on inquiries. - May perform other duties as required and assigned. Knowledge - Mutual fund servicing industry. - PowerAgent and other shareholder recordkeeping systems. - Microsoft Office Suite. - Adobe Acrobat. Skills and Abilities - Excellent customer service skills with an aptitude for understanding clients’ business needs. - Dedication and motivation to achieve high standards of customer service. - Aligns associates with company values and goals. - Plans and delegates the work of others. - Motivates and inspires others. - Assesses the performance of self and associates to make improvements. - Plans and develops systems and procedures to improve operating quality and efficiency. - Troubleshoots issues utilizing creative and critical thinking skills. - Multitasking, analytical, and organizational skills. - Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality. - Demonstrates personal integrity, responsibility, and accountability. - Effectively uses resources such as time and information. - Participates in solving problems and making decisions. - Presents and expresses ideas and information clearly and concisely. - Actively listens to others to achieve understanding. - Identifies needs and arranges for resources to accomplish goals. - Establishes and develops effective working relationships with associates and clientele. - Modifies team and individual priorities in response to changing conditions. - Equivalent education, experience, and KSA’s will be considered. Company Description 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.

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Axos Bank logo

VP, Clearing Backoffice Manager & Data Architect

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Bank, borrow, invest & plan – manage your financial life with Axos. Our team is the secret to our success. Join us!

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