Change Management Analyst Job at 3B Staffing LLC, West Chicago, IL

  • 3B Staffing LLC
  • West Chicago, IL

Job Description

Nice to have:


Workflow


Dynamics

Further Detail:


Technical Analyst for client servicing- would be proper title


Non-it-investor servicing, email driven- using dynamics working for Partner servicing group.


Response email, subscription redemption, change address,


Keeps email que in central location.


Everything is- quality review


Client outsource service thought them )NT), clients are international


Experience in workflow (instead of AG) -will help (create task, make notes/comments, follow up, make comments, tied with SLA, docs are stored here, help prioritization)


Other system is Hedge tak /.


Fund level knowledge -needed a/c application, ACH, Wire, management fees, center fee)


Servicing is the key role (email template, content, what client are asking in email)


Not a junior role,


Need heavy financial industry experience (mortgage lending, broker dealer, mutual funds)


Required

  • Cash mgt, payroll, register -experience
  • SLA-high quality
  • Critical thinking
  • Operation environment
  • Research-working with matrix-why did not get money on time, why trade did not go through
  • Quality control-email and process
  • Email/templates how to create
  • Follow multiple place for procedure guideline (int ops, clients service, India partner )



Not just out of school


Has to have Operational process experience and funds, banking-knowledge will be better to have

On site/remote with detail : 333 s. Wabash, Chicago, IL

Anchor days: 3 days/week on site from day 1. Tues/Wed/Thurs

Job Tags

Remote work, 3 days per week

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