Financial Account Manager - Primary Talent Partners

Primary Talent Partners has a 6 month contract opening for an Account Manager to join a multinational bank for a hybrid position in Chesterbrook, PA. 

Pay: $42.00/hr - $47.00/hr
Contract: 6 months, extensions likely, conversion possible
Type: W-2, cannot support C2C or provide visa sponsorship
Hybrid: Onsite 50% in Chesterbrook, PA

Responsibilities:

• Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds …)
• Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
• Ensure accurate responses to client requests and queries
• Participate to clients conference calls and meetings 
• Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
• Adherence to internal controls to eliminate risk and operational losses
• Deliver constant high quality of service
• Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI …)
• Ensure the coordination and the communication between the internal operations teams and the client
• Prepare reporting requested by internal and external auditors
• Participate to client onboarding calls and perform the account opening in systems
• Support and complete projects and initiatives as assigned

 Minimum required qualifications:

• Bachelor or higher degree.
• Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
• Experience in large custody project migration with responsibility of the different related working groups
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent communication across verbal, written and presentation skills
• Positive, energetic, flexible and self-motivated team player with strong organizational skills
• Analytical, rigorous, with attention to details
• Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
• Build and maintain transversal, non-hierarchical relationships with multiple stakeholders

 
Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at info@primarytalentpartners.com

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