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Trading And Sales Middle Office Specialist - Temporary
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Temporary
- The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptional customer service to the bank’s affiliated broker dealer and registered investment advisor.
- Responsibilities: Middle Office Liaison for the front office between Pershing, counterparties, and internal departments on all pertaining matters.
- Performs a variety of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated and/or complex problems in client accounts.
- Transfers can include but are not limited to incoming/outgoing ACAT, delivery/receive of securities free of payment which include DTC, Government, Mutual Fund, International transfers, DRS and/or DWAC transfers.
- Provide superior customer service to the Wealth Management business units we serve.
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