Mediant Communications is a leading provider of investor communications and technology-enabled services to banks, brokerage firms, corporate issuers, fund companies, insurance companies and investment managers.
The Account Manager is responsible for coordinating the daily activities associated with the distribution, reconciliation, and reporting of assigned Account / Transactional Reporting work, onsite at our fulfillment center. The role of the Account Manager is to ensure all the operational and administrative duties are completed in an efficient and timely manner according to defined business requirements and service level standards. In addition, the Account Manager identifies operational gaps and recommends process improvements to deliver exceptional service.
Account Reporting Account Manager works with Operations, Information Technology, Relationship Management, Marketing, and other applicable departments, as well as third party providers to bring about standardizations and efficiencies in data, workflow, systems and processes. This role reports to the Lead Account Reporting Manager and works closely with the onsite Fulfillment General Manager.
End to end monitoring and reporting of the print/mail and electronic distribution of Account Reporting applications including, but not limited to, daily trade confirmations, monthly statements, weekly new account mailings, and periodic and routine regulatory mailings.
Serve as the customer?s point of contact for Account Reporting applications and support. Complete initial and ongoing due diligence and respond to customer inquiries regarding Account Reporting services.
Assist with inventory management.
Assist with postage tracking and reconciliation.
Assist with monthly billing and reporting.
Assist in obtaining programming request, documenting business solutions and creating specifications from customers.
Assist in preparing change requests from customers.
Assist with customer user acceptance testing.
Work closely with Communication Technology, Engineering, WebDev, and Fulfillment Center to implement solutions and manage production issue.
Communicate priorities to Fulfillment Center, production, and data departments.
Ensure all materials correspond to job ticket requirements.
Ensure the accuracy of the instructions on job tickets.
Coordinate workflow with team members of other departments.
Adhere to support standard operating procedures (SOP).
Assist in the development and maintenance of proof of concepts for Account Reporting Products.
Perform any other designated tasks assigned by Leadership.
Able to work overtime and some weekends, as needed with advanced notice.
Assist project manager with enforcement of project deadlines and rollout schedules.
Assist in preparing written business correspondence that is coherent, grammatically correct, effective, and professional.
Proactively initiate, develop, and maintain effective working relationships with customers and internal team members.
Analyze input from customers and senior team members and appropriately and accurately apply comments/feedback to improve service levels, customer experience, and internal processes.
Attend meetings, as directed, and assist in documenting discussions.
Proficient in Outlook & Microsoft Office suite of products. Experience with PowerPoint, Publisher, Access & Visio is a plus.
Time Management ? Ability to identify and establish priorities and identify the need and respond with a sense of urgency.
Knowledge of project/time management Software is a plus.
Skills and Ability
Experience with financial back office systems, experience with print or electronic providers preferred, possesses basic working knowledge of SQL databases and queries, data file mapping, and mockup creation. Possesses understanding in the areas of application programming, database and system design.
Able to work independently with minimal supervision after training and as a team player.
Possess strong verbal and written communications skills within the firm and with our clients, simplifying complex scenarios.
Able to multitask and handle multiple projects at the same time.
Ability to organize, prioritize and complete tasks within established time constraints.
Ability to work in a high-pressure environment and meet numerous deadlines.
Analytical Ability ? Ability to understand complex situations and define solutions through research and partnership.
Critical Thinking skills ? Use of logic and reasoning in a solution driven environment.
Demonstrate the ability to cooperate with a variety of people and achieve results.
Bachelor?s Degree (or relevant work experience)
Work Experience Preferred
2-4 years- experience in Business/Technical Analysis, Customer Service, Project Management, Financial Services, and/or Document Distribution
Job Type: Full-time
Salary: $56,000.00 to $76,000.00 /year
Business/Technical Analysis, Customer Service, Project Mang.: 2 years (Preferred)
United States (Required)
Paid time off
Typical start time:
Typical end time:
This Job Is Ideal for Someone Who Is:
Dependable -- more reliable than spontaneous
People-oriented -- enjoys interacting with people and working on group projects
Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
Detail-oriented -- would rather focus on the details of work than the bigger picture
Achievement-oriented -- enjoys taking on challenges, even if they might fail
Autonomous/Independent -- enjoys working with little direction
Innovative -- prefers working in unconventional ways or on tasks that require creativity
High stress tolerance -- thrives in a high-pressure environment
Monday to Friday
Waiting period may apply
Only full-time employees eligible
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