Financial Relationship Project Manager @ US Tech Solutions | Jobright.ai
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Financial Relationship Project Manager jobs in United States
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US Tech Solutions · 5 hours ago

Financial Relationship Project Manager

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Responsibilities

Works with ShareLink/Streetlink client base to efficiently plan proxy and interim distributions for registered and beneficial shareholder bases
Provide timely and accurate updates to clients regarding mailing status, voting, and other inquiries and issues that may arise during the project
Partners with other CCS team members, as well as other departments, to continually add efficiency to the Streetlink and ShareLink processes as well as to increase client satisfaction
Appropriately communicates and escalates external client concerns to avoid unnecessary personal and client anxiety
Updates and monitors internal reports to ensure each campaign's timely and efficient progress
Supports and contributes to the culture by maintaining and permeating an above-the-line attitude

Qualification

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Client ServicesProject ManagementSecurities Industry KnowledgeMicrosoft ExcelMicrosoft WordMicrosoft Access

Required

Need project manager experience
Finance knowledge a plus, but not required as long as they have the PM skills
Excellent written and verbal communication and listening skills
Excellent ability to understand the scope of each project, prioritize tasks, and effectively manage time
Education and/or experience equivalent to a BS degree in Business Administration
Proficiency in Microsoft Excel and Word and working knowledge of Access

Preferred

4 - 5 years' experience with project or relationship management within proxy/financial services environment with resultant knowledge of the securities industry and related products
Strong Client Services background

Company

US Tech Solutions

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US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.

H1B Sponsorship

US Tech Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (13)
2022 (19)
2021 (22)
2020 (11)

Funding

Current Stage
Late Stage

Leadership Team

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Manoj Agarwal
CEO/President
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Company data provided by crunchbase
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