[Hiring] Client Service Associate @Fiserv

Role Description

StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks. You will support the SCCM Operations team in the daily processing of transactions for the suite of cash products offered by SCCM. Additionally, you will assist with any/all client service related work and support initiatives for automation as the department grows.

• Lead/assist in processing of daily transactions for all cash programs
• Monitor money movements
• Answer any/all investor inquiries expeditiously and accurately
• Coordinate with Sales and the custodian during the client on-boarding process
• Gather information and necessary documents for external audit confirmations
• Perform data entry of bank statements into SCCM’s proprietary system for reconciliation
• Assist with interest rate variance analysis and coordinate with bank team on discrepancies

Qualifications

• Bachelor's Degree or equivalent (any discipline)
• Prior experience working in a Trade Support or Trading Operations function
• Exposure to basic accounting and finance
• A team player who enjoys working in a collaborative, and entrepreneurial environment
• Self-starter who takes the initiative to suggest process improvements and address needs
• Understanding of the basic bank terms and settlement procedures
• Strong proficiency in MS Excel
• Strong commitment to excellence and attention to details
• Strong time-management skills and the ability to manage multiple tasks simultaneously

Requirements

• Bachelor's Degree or equivalent (any discipline)
• Prior experience working in a Trade Support or Trading Operations function
• Exposure to basic accounting and finance
• A team player who enjoys working in a collaborative, and entrepreneurial environment
• Self-starter who takes the initiative to suggest process improvements and address needs
• Understanding of the basic bank terms and settlement procedures
• Strong proficiency in MS Excel
• Strong commitment to excellence and attention to details
• Strong time-management skills and the ability to manage multiple tasks simultaneously

Benefits

• Salary Range: $120,000.00 - $198,000.00
• Incentive eligible associates may receive an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company’s sole discretion.