Sr. Client Services Investment Representative - Operations (Finance)
Job Title: Sr. Client Services Investment Representative - Operations
Job Code: 51213
Location: Chicago, IL and Tempe, AZ
Job Description Summary:
Under general supervision (but works independently most of the time) focuses on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes. Full ownership for one or more processes, reports and/or procedures. Analytically and procedurally competent, representing the team on cross-function process or project deliverables. Emerging as an expert in a specific skill set but remains focused primarily on daily execution. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role). May be in final stages of studying for relevant professional qualification or accreditation.
Primary responsibilities:
1. Focuses on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes
2. Serves as the main reporting contact for the client; full ownership for one or more processes, reports and/or procedures
3. Analytically and procedurally competent, representing the team on cross-function process or project deliverables; emerging as an expert in a specific skill set but remains focused primarily on daily execution
4. Carries out complex activities with significant financial, client, and/or internal business impact
5. May have direct interaction with committees and/or Senior Management
6. Able to serve as a key subject matter expert and mentor to other more junior level employees
7. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
Qualifications:
A College or University degree and/or some relevant work experience is preferred
May be in final stages of studying for relevant professional qualification or accreditation
Excellent oral and written communication skills are requiredAnalytical and problem solving skills are required
Ability to facilitate discussions and reach decisions
Technically sound in area of expertise with broader knowledge of other business areas
Additional Information
