Sr Account Manager – Corporate Finance

Software Guidance and Assistance, Inc.


Software Guidance & Assistance, Inc., (SGA), is searching for an ccount Manager for a CONTRACT assignment with one of our premier Financial Services clients in Chesterbrook, PA.

Responsibilities:


  • Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act Funds …)
  • ct as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
  • Ensure accurate responses to client requests and queries
  • Participate to clients conference calls and meetings
  • dherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
  • dherence to internal controls to eliminate risk and operational losses
  • Deliver constant high quality of service
  • Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI …)
  • Ensure the coordination and the communication between the internal operations teams and the client
  • Prepare reporting requested by internal and external auditors
  • Participate to client onboarding calls and perform the account opening in systems
  • Support and complete projects and initiatives as assigned

Required Skills:

  • Bachelor or higher degree
  • Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
  • Experience in large custody project migration with responsibility of the different related working groups
  • dvanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Excellent communication across verbal, written and presentation skills
  • Positive, energetic, flexible and self-motivated team player with strong organizational skills
  • nalytical, rigorous, with attention to details
  • Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
  • Build and maintain transversal, non-hierarchical relationships with multiple stakeholders

Preferred Skills:


  • dvanced degree considered as a plus


SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let’s work better together, we mean it. You’ll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.