Job Details

ID #43621391
State Florida
City Tampa bay area
Job type Contract
Salary USD TBD TBD
Source MATRIX Resources, Inc.
Showed 2022-06-25
Date 2022-06-24
Deadline 2022-08-23
Category Et cetera
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Business Implementation Specialist

Florida, Tampa bay area, 33610 Tampa bay area USA

Vacancy expired!

Grow your career as a Business Implementation Specialist with an innovative global bank in Tampa, FL. Long-term contract with excellent growth potential. Will be required to be onsite 2-3 days per week. Will work to support the various client and transaction information processes, client access requests, permitted investment set-up and reporting, and system entitlements conducted during client onboarding.Will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements.

Responsibilities:
  • Reviewnew client profiles to determine the appropriate level of onboarding and information access on the company's external facing systems.
  • Workwith the Transaction Managers to complete transaction records in the Issuer Workstation systems, manage investment processes with external fund providers, ensure entitlements are completed and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.
  • Review received information for accuracy and submit the information to the appropriate support teams for processing.
  • Use internal company systems to process client information including required regulatory disclosures, tax form submissions, and provide monthly reports supporting transaction and management review meetings.
  • Communicate directly with various support teams to ensure the accurate and timely completion of records.
  • Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.

Qualifications:
  • Experience in the operational aspects of Corporate Banking.
  • Knowledge and experience with client onboarding and implementation processes.
  • Proficient with Microsoft Outlook, Excel, Word.
  • Prefer experience with Agency & Trust products.

About our client

Our client stands as one of the worlds most renowned global banks and trusted brand with over 200 years of continuously evolving financial services. Its teams provide unique insights to more than 200 million clients and enable progress all over the world. While growing your career, you will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.

Equal Employment Opportunity

MATRIX is committed to providing a work environment that values diversity, equity, inclusion and respect. We do not discriminate based upon race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex (including pregnancy, childbirth, lactation and related medical conditions), gender (including gender identity and expression), age (40 and over), sexual orientation, military and veteran status and/or any other characteristic protected by federal, state or local law.

MATRIX is committed to providing access and reasonable accommodations for qualified individuals with disabilities. Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing MATRIXHR@MatrixRes.com. To ensure a quick response to your request, please use the words "Accommodation request" as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options. Please see MatrixRes.com/Benefits for more information. For direct hire placement with our clients, benefits will be offered in accordance with that particular client's offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.

Vacancy expired!

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