Support the administration of SMA and UMA programs by maintaining accurate account, portfolio, and client data across operational systems.
Assist with account onboarding, account maintenance, cash movement requests, and other servicing activities supporting managed account programs.
Monitor workflow queues and service requests to ensure activities are completed accurately and within established service levels.
Support the preparation and delivery of client reporting, account information, and operational communications.
Identify opportunities to improve processing efficiency, service delivery, and operational effectiveness.
Adhere to established operational controls, policies, procedures, and risk management standards.
Qualifications
Bachelor's degree or equivalent combination of education and experience preferred.
1-3 years of experience in client processing, client service, account administration, investment operations, asset servicing, managed accounts, or a related financial services environment.
Strong analytical and problem-solving skills with exceptional attention to detail.
Excellent verbal and written communication skills with the ability to effectively interact with internal and external stakeholders.
Strong organizational skills with the ability to prioritize multiple responsibilities in a fast-paced environment.
Experience supporting operational inquiries, account servicing activities, or transaction processing preferred.
Proficiency in MS Office applications and the ability to quickly learn new systems and technologies.
Demonstrated commitment to client service, teamwork, operational excellence, and continuous improvement.
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
