Client Processing Team Lead
Orlando, Florida
Employer: Insight Global
Industry: Accounting / Finance
Salary: Competitive
Job type: Full-Time
One of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team. This team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting.
This candidate will serve as a lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all aspects of Fund of Hedge Fund client accounts, inquiries, transactional processing, problem resolution, and daily reconciliation. They will serve as the point of contact for clients and assist in communicating internally as well as externally with clients. They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions have been executed properly. This candidate will assist in processing updates to client accounts, managing the daily transactional workflow within the team and assist in the oversight of Client Processing to ensure transactions are handled properly.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
- Bachelors Degree
- 3-5 years of experience in AIS or financial services
- Experience working in back office operations and/or client services
- Ability to prioritize, think on their feet and communicate effectively both internally and externally
- Multi-tasking and organizational skills
Nice to Have Skills & Experience
- Background in the Alternative Investment space
- Supervisory or managerial experience/ experience leading a team
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
This candidate will serve as a lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all aspects of Fund of Hedge Fund client accounts, inquiries, transactional processing, problem resolution, and daily reconciliation. They will serve as the point of contact for clients and assist in communicating internally as well as externally with clients. They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions have been executed properly. This candidate will assist in processing updates to client accounts, managing the daily transactional workflow within the team and assist in the oversight of Client Processing to ensure transactions are handled properly.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
- Bachelors Degree
- 3-5 years of experience in AIS or financial services
- Experience working in back office operations and/or client services
- Ability to prioritize, think on their feet and communicate effectively both internally and externally
- Multi-tasking and organizational skills
Nice to Have Skills & Experience
- Background in the Alternative Investment space
- Supervisory or managerial experience/ experience leading a team
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Created: 2024-09-13
Reference: 239275
Country: United States
State: Florida
City: Orlando
ZIP: 32829
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