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Investment Implementation Services Specialist
2 months ago
We are seeking a highly skilled and experienced Client Investment Onboarding Specialist to join our team at Axelon Services Corporation. As a key member of our investment management operations team, you will be responsible for the onboarding and implementation of new clients, as well as the maintenance of existing client relationships.
Key Responsibilities- Onboarding and implementation of new clients, including the transition and settlement of securities and funds.
- Maintenance of client information and delivery of services, including plan mergers and dismantling of Master Trusts, plan name changes, client billing, and client documentation.
- Implementation of new products, including planning and approval, documentation of trust agreements and offering materials, set up of transfer agent, custody, and trustee, and execution of fund launch.
- Implementation of third-party managers, including documentation, set up with client custodian and manager, and execution of initial trading.
- Implementation of sub-advisor changes, including documentation, coordination of set up with custodian and sub-advisor, and transition.
- Undergraduate degree in a relevant finance, economics, or related discipline.
- 5+ years of portfolio manager experience with a focus on institutional client account maintenance, defined contribution platforms, and trade order management experience (securities and funds).
- Mutual/pooled fund experience would be an asset.
- Outstanding technical, analytical, and problem-solving skills; Microsoft Office competence with a strong emphasis in Excel, including macro proficiency.
- Strong organizational skills.
- Ability to manage multiple priorities and work with minimal supervision.
- Excellent interpersonal and project management skills with a strong attention to detail.
- Strong verbal and written communication skills.
- Previous cash management experience.
- Trade processing experience.
- Charles River Investment Solutions experience.
- Quality assurance/user acceptance testing experience.
- Intermediate to advanced Microsoft Excel skills.
- You enjoy working with small dedicated teams.
- You see the big picture and are hands-on with day-to-day functions.
- You manage your time effectively and independently.
- You are adaptable to changing client needs.
- You are patient during times of transition and see the long-term gains of change.
- You are flexible regarding working hours in order to meet service levels when required.
- You are dedicated to a high level of accuracy for yourself and expect the same from your team.
- You strive to improve processes and find more efficient ways to serve clients.
