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Client Order Management Associate

WILMINGTON-19807, DE, US
07/06/2018

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Required Skills

Microsoft Office

Company

Infinity Consulting Solutions, Inc

Experience

Job Description

Job Title: Client Order Management Associate

Duties: The Client Order Management Team serves as the central point of contact for existing clients and is responsible receiving and coordinating client trade instructions into/from investment funds.

The team facilitates approximately 52,000 transactions on a monthly basis through the investment process from notification through settlement in close coordination with internal groups and the external custodian to ensure trade execution is accurate and consistent with the client's instructions.

The COM Analyst will be responsible for facilitating and coordinating the notification of client investment instructions within the strict time deadlines with an emphasis on risk and quality control.

This position has a high level of interdepartmental contact.

Key Job Responsibilities:

• Manage incoming client phone calls.

• Complete day to day assigned tasks; including, but not limited to, control reports, client wire exception monitoring, and cash reconciliation.

• Serve as a contact for clients and their agents for communication of investment instructions into/from collective funds and separate accounts.

• Facilitation of client trade instructions, verification/confirmation of instructions, compiling of summary data and verification/dissemination of information to internal
groups integral to the investment process globally.

• Work closely with internal groups; including, but not limited to, Portfolio Management, Client Relationship, and Client Reporting

• Provide high quality client service externally and internally, answering inquiries and resolving problems from clients as well as internal groups.

• Develop and maintain strong, productive and effective relationships internally and externally.

• Participate and complete special projects as assigned, including automation efforts, system testing, client research, and representing COM in firmwide projects and client meetings.

Skills: • 1-3 years of investment industry experience is preferred. Internship experience is also acceptable.

• Innovative problem solving capabilities and ability to think and act quickly.

• Exceptional written and verbal communication skills are essential.

• Demonstrated analytical ability, maturity and judgment in dealing with institutional clientele.

• Organized, self-directed and detailed individual with strong time management skills.

• Analytical ability to synthesize information and summarize issues.

• Ability to use factual based data in decision making process while working under critical deadlines.

• High proficiency in Microsoft Office and an aptitude for learning new applications.

• Capacity for working effectively and efficiently on multiple projects simultaneously in a fast-paced and ever-changing environment.
Education:

• BS/BA in business, finance, accounting, economics, or related field.