Apply on Employer Site

Fifth Third Bank · 10 hours ago

Franklin Street Partners Operations Specialist

Chapel Hill, NC

Full-time

Onsite

Mid Level

3+ years exp

Fifth Third Bank is a leading financial institution that connects great people to great opportunities. The Franklin Street Partners Operations Specialist is responsible for day-to-day investment operations including cash movement, bond trading, and client reporting, ensuring high-quality service execution and compliance with policies.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

Process wires, check requests, EFT’s as requested on a daily basis

Enter all the details for client deposits via check or wire

Scan all paperwork related to each transaction and save it in the electronic document storage system

Prepare stock gift transactions and letters to clients to provide the details of the transactions

Post income into our systems for held away assets

Special reporting for clients on an as needed basis

Manage the process for quarterly mailing of client statements

Support Front Desk coverage, as needed

Special projects, as needed

Open/verify new accounts in APX

Maintain transfer list to keep relationship managers up to date on account transfers

Process incoming and outgoing account transfers

Reconcile assets received vs. prior custodian statements

Obtain cost basis prior to account acceptance and transfer

Troubleshoot issues with transfers between custodians

Monitor account closings & transfers

Make all changes to APX with internal transfers

Qualification

Advent Portfolio Exchange (APX)Cash managementMicrosoft OfficeCustomer serviceProblem resolutionMulti-taskingVerbal communicationWritten communication

Required

3+ year's relevant experience

High school diploma or equivalent. College degree preferred

Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook

Acquired understanding of company policies, procedures, and operations

Knowledge of the firms businesses and the related industry economics

Ability to multi-task and work well under pressure

Excellent customer service and problem resolution skills

Ability to work efficiently with a low margin of error

Excellent verbal and written communication skills

Effective customer relations both internal and external

Preferred

Knowledge of Advent Portfolio Exchange (APX)

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

Glassdoor3.7

Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Founded in 1858

Cincinnati, Ohio, USA

10001+ employees