Check with seller Office Account Transitions, Senior Associate Berwyn

  • Location: Berwyn, Pennsylvania, United States









The position will support and maintain the production processing of multiple client’s New Accounts, Transfers, Terminations, maintenance and or changes. The position will interface daily with the client’s front office personal and serve as a single point of contact with the client for all New Account Launches, Closures, Custody Conversions, Account Restructures, Mergers, and Asset Transfers. Position has daily Client SLA’s and must meet internal cycles in order for the client to trade the following day. Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Control, Trade Settlement and Security Master. Builds cooperative and professional internal/external relationships, and utilizes all available resources throughout the organization, to achieve group and client goals.

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