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FIS · 1 day ago

Senior Trust Account Manager-Institutional (Middle Office)

Houston, TX

Full-time

Onsite

Senior Level, Lead/Staff

$112K/yr - $188K/yr

10+ years exp

FIS is a leading provider of alternative investment services and technology solutions. The Senior Trust Account Manager will oversee the daily operations and relationship management for institutional outsourcing clients, ensuring high service levels and operational efficiency.

BankingFinancial ServicesFinTechPayments

Responsibilities

Oversee daily transaction & reporting activity of assigned outsourcing relationships and support personnel at client institutions in day-to-day routines and financial processing

Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy

Establish operational objectives, work plans, and assignment delegation

Lead personnel who assist in the management of the client relationship and communicate status of client assignments with relationship managers

Select, develop and evaluate personnel to ensure efficient operations

Establish and assure adherence to budgets, schedules, work plans and performance requirements

Qualification

Financial services experienceCLO/CDOs knowledgeCash flows processingClient servicing experienceRelationship managementData analysisExceptional communication

Required

Bachelor's degree in business administration or finance, or equivalent combination of education, training, and work experience

Typically, 10 years of financial services experience in institutional assets with two or more years leadership responsibility

Working knowledge of CLO/CDOs, syndicated loans, or corporate trust securities, as well as experience with trust systems

Direct work experience with cash flows, reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and investor reporting

Client servicing experience in corporate trust securities and exceptional communication, both verbally, in written form, and via presentation to audiences including executive levels

Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients, and the public