Trust Account Manager - Institutional

| East Bay
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Job Description
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the Team
The Structured CLO/CDO team provides collateral administration services, such as cash & data reconciliations, as well as portfolio testing & payment calculations. As Collateral Administrator, our team also works alongside the Trustees, Portfolio Managers and Accountants to provide reporting on the portfolios.
What You Will Be Doing

  • Oversee daily activity of assigned outsourcing relationships.
  • Solve complex problem through research and/or communications with other departments.
  • Support personnel at client institutions in day-to-day routines and financial processing.
  • Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure.
  • Lead, participate in and monitor special projects involving client relationships.
  • Communicate status of client assignments with Relationship Manager.
  • Monitor day-to-day activity of clients, works with operations staff to deliver consistently high levels of service and takes responsibility and ownership over resolution of all client service-related issues.
  • Work closely with other Account Managers and Relationship Manager to provide clients with world-class service and swift problem resolution.
  • To guarantee quality service levels, perform daily servicing activities ensuring timeliness and accuracy.
  • Lead personnel who assist in the management of the client relationship.
  • Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
  • Establish and assure adherence to budgets, schedules, work plans and performance requirements.
  • Regularly interact with senior management or executive levels within the enterprise.
  • Manage subordinate managers, supervisors as well as professional individual contributors.


What You Bring

  • Bachelor's degree in business administration, finance or other related discipline or the equivalent combination of education, training, or work experience.
  • Typically ranging from 3 to 6 years institutional financial industry experience with one or more years leadership responsibility.
  • Client servicing experience and excellent interpersonal skills to build high levels of customer satisfaction
  • Communicate ideas both verbally, in written form and via presentation in a clear, concise and professional manner appropriate to audience including executive levels
  • Solid organizational, leadership, decision-making and problem-solving skills
  • Resourceful and proactive in gathering information and sharing ideas
  • Proficiency in Microsoft Office software is essential as well as a basic knowledge of how internal systems work
  • Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public


Added Bonus If You Have

  • Knowledge/experience with structured finance (CLO/CDOs) or corporate trust securities
  • Trust system experience


What We Offer You

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
  • The chance to work on some of the most challenging, relevant issues in financial services & technology
  • Time to support charities and give back in your community
  • A work environment built on collaboration, flexibility and respect
  • A fantastic range of benefits including private medical cover, dental cover and travel insurance

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Vaccination Requirements
All employees must be fully vaccinated against COVID-19 on or before December 31, 2021. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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More Information on FIS
FIS operates in the eCommerce industry. The company is located in Jacksonville, FL, Denver, CO, Atlanta, GA and Milwaukee, WI. FIS was founded in 1968. It has 57000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Open door policy. To see all jobs at FIS, click here.
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