Client Processing Specialist II

Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients Management and periodic reconciliation of SMA manager models Delivery and management of UMA (Model Only) data to manager sponsor relationships Trade error analysis and resolution Requirements Bachelor's degree in Finance or Business or equivalent combination of education and experience 3 - 5 years of experience strongly preferred Operational investment management experience preferred Experience working with Fiserv Security APL, model delivery, and/or SMA trading platforms preferred Core Competencies Demonstrates expertise in operational investment management, including analysis and order generation for retail SMA accounts, trade error analysis, and reconciliation of SMA manager models. Proficient in managing UMA data and utilizing SMA trading platforms to enhance client relationships. Highest-signal resume keywords Operational Investment Management SMA Trading Platforms Trade Error Analysis Model Delivery Financial Analysis ATS Optimization Keywords Hard Skills Order Generation Data Management Reconciliation Trade Analysis Financial Analysis Industry Keywords SMA Accounts UMA Data Investment Management Client Relationships Tools & Technologies Fiserv Security APL J-18808-Ljbffr