Service Delivery Specialist

National Advisors Holdings, inc.; Leawood (KS); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

National Advisors Holdings, inc. in Leawood, KS seeks an Associate to provide daily support to internal business partners and external clients. The role includes reconciliations, reporting, mail handling, and quality control of issued checks, with focus on accuracy and timely delivery.

You will collaborate with Asset Services, Account Services, IT, Trust Administration, Compliance and other teams. A Bachelor’s degree in Finance/Business and strong MS Office skills are preferred.

Formación

• Bank/Trust operations experience preferred.
• Financial services background preferred.
• Experience with stocks, bonds, mutual funds and assets preferred.
• Proficient in Microsoft Office Applications.

Responsabilidades

• Resolve, investigate and analyze simple to complex account inquiries and escalations.
• Complete processing and quality control responsibilities within deadlines.
• Quality Control with emphasis to detail.
• Maintain high quality metrics for assigned responsibilities.
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs.
• Act as a liaison between National Advisors Trust and external parties.
• Provide outstanding client service to internal and external clients.
• Effective use of technology and self-service to resolve internal and external inquiries.
• Maintain appropriate levels of confidentiality both internal and external to the organization.
• Other duties as assigned.
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position.

Conocimientos

Detail oriented

Microsoft Excel

Analytical skills

Educación

Bachelor's degree in Finance, Business, Accounting or related field

Herramientas

Microsoft Office Suite

Descripción del empleo

The Associate will provide daily support to our internal business partners and/or external clients. This position will perform a variety of duties and tasks based on the specific team assignments. The Specialist must be detail oriented and able to deliver an outstanding level of service to internal and external clients.

The Control Team provides oversight and reporting on the adherence to policies and procedures for National Advisors Trust Company. The associates on this team will collaborate with multiple teams including Asset Services, Account Services, IT, Trust Administration, Compliance, etc. This position requires a high aptitude for detail while meeting deadlines throughout each day. The use of advanced excel skills will be beneficial as well as the ability to multi-task. Daily responsibilities and duties may include: reconciliation of accounts, creation and distribution of metric reporting, receiving/documenting/routing incoming and outgoing mail, performing quality control of issued checks, create and distribute specialized reporting, etc.

RESPONSIBILITIES AND DUTIES

• Resolve, investigate and analyze simple to complex account inquiries and escalations
• Complete processing and quality control responsibilities within deadlines
• Quality Control with emphasis to detail
• Maintain high quality metrics for assigned responsibilities
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs
• Act as a liaison between National Advisors Trust and external parties
• Provide outstanding client service to internal and external clients
• Effective use of technology and self-service to resolve internal and external inquiries.
• Maintain appropriate levels o f confidentiality both internal and external to the organization.
• Other duties as assigned
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

COMPETENCIES:

• Accountability
• Client Focused
• Data Gathering & Analytics
• Detail Oriented
• Organizational Awareness
• Problem Solving Skills

EXPERIENCE:

• Bank/Trust operations experience preferred
• Financial services background preferred
• Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred
• Motivated self-starter capable of working in a team environment
• Proficient in Microsoft Office Applications
• Bachelors Degree in Finance, Business, Accounting or related field or equivalent work experience preferred

WORK ENVIRONMENT : Professional, business setting. PHYSICAL REQUIREMENTS:

• Must be able to remain in a stationary position for prolonged periods of time.
• Will occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally it requires lifting objects that are 20 pounds to a height of 3-4 feet.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.