Client Service Associate

🕒 3 days ago

🥔 Idaho, New York, +1 more states – Remote

🥔 Idaho – Remote 🗽 New York – Remote 🧀 Wisconsin – Remote

💵 $120k - $198k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Fiserv

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1984

💸 Finance

💳 Fintech

🏦 Banking

Finance • Fintech • Banking

Fiserv is a leading global provider of financial services technology solutions. The company offers a wide range of services including payments and financial services technology for individuals, businesses, and financial institutions. Fiserv supports various sectors such as large enterprises, small businesses, financial institutions, credit unions, and the public sector with digital banking, payment processing, and commerce solutions. Their platforms enable fintech and software providers to integrate and monetize payments effectively. Additionally, Fiserv is committed to corporate social responsibility and has initiatives to support diverse and small businesses.

📋 Description

• Conduct all the trade movement and any/all related tasks • Support the SCCM Operations team in the daily processing of transactions for the suite of cash products offered by SCCM • Assist with any/all client service related work • Support initiatives for automation as the department grows • Lead/assist in processing of daily transactions for all cash programs • Monitor money movements • Answer any/all investor inquiries expeditiously and accurately • Coordinate with Sales and the custodian during the client on-boarding process • Gather information and necessary documents for external audit confirmations • Perform data entry of bank statements into SCCM’s proprietary system for reconciliation • Assist with interest rate variance analysis and coordinate with bank team on discrepancies

🎯 Requirements

• Bachelor's Degree or equivalent (any discipline) • Prior experience working in a Trade Support or Trading Operations function • Exposure to basic accounting and finance • A team player who enjoys working in a collaborative, and entrepreneurial environment • Self-starter who takes the initiative to suggest process improvements and address needs • Understanding of the basic bank terms and settlement procedures • Strong proficiency in MS Excel • Strong commitment to excellence and attention to details • Strong time-management skills and the ability to manage multiple tasks simultaneously

🏖️ Benefits

• Any/all related tasks • Annual incentive opportunity • Stock options