Financial Operations Associate

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Job Summary:

 
Client Treasury is an important and instrumental part of our operations since it serves as the function of client funds management.  Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team.  We work proactively in partnership with Sales, Client Services and Compliance teams to ensure customer transactions are done in a timely and accurate manner to ensure a positive client experience.
 
Responsibilities:
 
 
  • Support back office operations in processing customer transactions (deposits, withdrawals, transfers).
  • Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks).
  • Learn various banking systems to facilitate all functions of treasury operations.
  • Help the firm manage risks associated with financial transactions.
  • Keep team management informed of processing issues and red flags.
  • Manage and fulfill internal projects or other individual tasks as delegated.
  • Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our client treasury process.
 
 
Required Qualifications:
 
 
  • Bachelor’s Degree in related field.
  • Fluency in Mandarin is required
  • Flexible to work day/mid-day/night shifts
  • Computer proficiency in Microsoft Windows environment.
  • Superior customer service skills
  • Proven ability to effectively work among a solution driven team.
  • Proven organizational and prioritization skills.
  • Ability to multitask and be a proactive team player.
  • Must be able to effectively & efficiently self-manage to meet deadlines and client SLA under pressure in a high volume vigorous environment.
  •  Must have a strong passion to learn Financial Operations and Global Banking.
  • Prior operational/back office, customer service, or related experience a plus.

Accountability/Supervision: 
 
Relationships: 
Internal: Active communication across all departments, including Compliance, Accounting, Sales, Customer Service…
External:  Written and verbal communication with major banks.
 
Equipment: 
Utilizes a personal computer, standard and specialized software, and standard office equipment such as the telephone, fax, copier, etc.   Proficient in Microsoft office(including MS Project).
 
Working Conditions:
Works in an air-conditioned, well-lighted office, moderate noise level. 
 
Qualifications: 
Required:         BA/BS Degree, Strong communication skills, both written and verbal, Extremely detail oriented, with strong organization and time management skills
 
Desired:               Technology background a plus
 
 
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