Job Summary
A financial services firm is filling a position for a Remote Financial Services Account Manager 1.
Core Responsibilities of this position include:
- Building and maintaining client relationships
- Establishing controls to ensure that policies and processes are effectively implemented and executed
- Providing leadership and guidance to less experienced team members and provide subject matter expertise as needed
Skills and Requirements Include:
- Knowledge of Corporate Trust Services business & products
- Experience with CDO Suite
- Expertise in various systems, including Microsoft Excel
- Minimum of 4 years of experience in one or a combination of the following areas: trust, financial services, or account management
- Structured finance experience and familiarity with mortgage securitizations processes
- Advanced Microsoft Excel and Access skills
