Ultimus Fund Solutions · 20 hours ago
AVP, Account Services
United States
Full-time
Remote
Mid, Senior Level
5+ years expUltimus Fund Solutions is seeking an AVP, Account Services to ensure core PowerAgent functions are effectively meeting client needs. The role involves managing daily system processes, overseeing personnel management, and engaging in various systems projects to support client services.
ConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
Monitors daily batch jobs and error reporting; triage as needed
Provides internal system support to operations teams
Manages tickets with systems and output vendors to ensure issues are resolved timely and accurately
Trains associates on daily systems processes
Processes fund liquidations, mergers and launches on PowerAgent
Installs client change requests on PowerAgent
Manages test plans for PowerAgent upgrades and hotfixes
Assists with data mapping for client conversions
Manages data validation plans for conversions
Runs daily system batch jobs when primary associates are out of the office
Reviews, enhances, and documents procedures
Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues
Establishes team and individual goals for department
Fosters performance of associates and the processes used by them; holds the associates accountable for their work
Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used
Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements
Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc
May perform other duties as required and assigned
Qualification
Required
Bachelor's degree in business administration or related field
5-8 years of experience in client service or related field
3-5 years of management and leadership experience
Experience working within the financial services industry
Mutual fund servicing industry
PowerAgent and other shareholder recordkeeping systems
Microsoft Office Suite
Adobe Acrobat
Excellent customer service skills with an aptitude for understanding clients' business needs
Dedication and motivation to achieve high standards of customer service
Aligns associates with company values and goals
Plans and delegates the work of others
Motivates and inspires others
Assesses the performance of self and associates to make improvements or take corrective action
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures
Troubleshoots issues utilizing creative and critical thinking skills
Multitasking, analytical, and organizational skills
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness
Demonstrates personal integrity, responsibility, and accountability
Effectively uses resources such as time and information in conjunction with associates
Participates in solving problems and making decisions
Presents and expresses ideas and information, written and oral, clearly, and concisely
Actively listens to others to achieve understanding and supports an open exchange of ideas and information
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion
Company
Ultimus Fund Solutions
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-19Acquired
2012-06-18Private Equity
Leadership Team
Gary Tenkman
CEO
Jason Stevens
Chief Technology Officer
Recent News
2026-01-20
EIN Presswire
2025-12-15
2025-12-10
Company data provided by crunchbase