Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie

Process resignation activities related to fees, promissory note maturities, and valuation updates. These transactions are usually complex in nature (prohibited transactions, alternative asset re registrations, plan distributions, unauthorized transfers/distributions). Ensure all related documentation is appropriately archived and noted in Salesforce. Perform additional ac

Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs such as backups. Hardware and software inventory tracking. Perform daily backup operations, ensuring all required file systems and system data are successfu

Senior leader of Voice engineers, Senior Architect of the Bank's Voice Systems, WAN, LAN, Routers, Switches, Carriers. Perform capacity planning and analysis to ensure telecommunications strategy can support long term growth of data and applications. Configure redundancy where appropriate so that telecommunications services to customers remain uninterrupted when a failure

Process cash and securities transactions in the trust accounting system related to private equity, private debt, and real estate onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for pr

Conduct offensive security assessments including penetration tests on systems, applications, and network infrastructure to identify vulnerabilities and potential attack vectors. Defensive Analysis Utilize both automated and manual techniques to simulate real world attacks and test defensive measures, security controls and monitoring capabilities. Document and present deta

ROADMAP and FRAMEWORK Define, implement and maintain an enterprise wide data governance roadmap and framework. Establish and manage an enterprise data governance implementation roadmap including strategic priorities for development of data based capabilities. Framework that focuses on improvement of data quality, through the development of organizational policies and stan

The Client Services Assistant Supervisor has some supervisory responsibilities and may be asked to lead training classes on reviewing alternative assets and procedures. They will also be responsible for the following Supervisory tasks assign work, provide coaching, perform security checks and approvals, discretion and perform quality control. Their work schedule must be f

Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution. Mitigate company risk through following all security and fraud prevention requirements. Educate advisors, clients, and third parties on do

Lead the effort to develop, execute, and maintain a quality assurance and self monitoring program. Involves creating program, system configuration, and related processes in order to identify and mitigate risk. Using knowledge and expertise, provide consultation, guidance and recommendations to management. Establish a testing methodology that includes a testing universe an

Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for private

Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte

Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte