Financial Operations Associate

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Role 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.
 
Key Responsibilities
 
  • Support back office operations in processing customer transactions (deposits, withdrawals, transfers)
  • Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks)
  • 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
  • Provide training and assistance to new hires
  • Prioritize, escalate operational issues as needed
  • Daily accounting reconciliations and 10K reports reviews
Skills, Knowledge & Experience Required
 
  • Entry level position
  • Bachelor’s Degree in related field
  • Fluency in Mandarin is a plus
  • 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
  • Flexibility is a must as we operate 24 hours a day and this position is from 9PM to 5AM Sunday to Thursday.
 
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