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Trust Account Manager - Institutional

Company: Humanity
Location: Atlanta
Posted on: May 28, 2023

Job Description:

Company Description
Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Ethnic Minority, and the Previously Incarcerated. If you identify with any of the following communities do not hesitate to register, even if you feel that this particular opportunity is not the right fit for you.

Company Name: FIS Global

Job Description

Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Business Administration

Job Description

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS?

About the Team

The Client Services Middle Office Team maintains the books and records for collateral managers that have outsourced middle office operations. We reconcile and maintain data on their behalf as well as review monthly and quarterly reports.

What You Will Be Doing

As the primary point of contact, the Trust Account Manager leads our trust accounts teams in delivering high levels of service and relationship management for our institutional outsourcing clients.

  • Oversee daily activity of assigned outsourcing relationships
  • Solve complex problems through research and/or communications with other departments
  • Support personnel at client institutions in day-to-day routines and financial processing
  • Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy
  • Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure
  • Communicate status of client assignments with Relationship Manager
  • Monitor day-to-day activity of clients
  • Work with operations staff to deliver consistently high levels of service
  • Work closely with other Account Managers and Relationship Managers to provide clients with world-class service and swift problem resolution
  • May select, develop, and evaluate personnel to ensure the efficient operations
  • May establish and assure adherence to budgets, schedules, work plans and performance requirements
  • May regularly interact with senior management or executive levels within the enterprise
  • May establish operational objectives, work plans, and assignment delegation

    What You Bring:
    • Bachelor's degree in business administration or finance, or equivalent combination of education, training, and work experience
    • Typically, at least 4 years of financial services industry experience in institutional assets or structured finance, and one or more years of leadership responsibility
    • Client servicing experience and excellent interpersonal skills to build high levels of customer satisfaction
    • Understanding and experience in trust securities or operations, with familiarity of reconciliations, cash transactions, and reporting
    • Ability to communicate ideas both verbally, in written form and via presentation in a clear, concise, and professional manner appropriate to audience including executive levels
    • Solid organizational, leadership, decision-making and problem-solving skills
    • Ability to analyze situations or data, and in-depth knowledge of organizational objectives
    • Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients, and the public

      Added Bonus If You Have:
      • Experience working with CLO/CDOs, syndicated loans, and/or corporate trusts

        What We Offer You

        A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you:
        • A voice in the future of fintech
        • Always-on learning and development
        • Collaborative work environment
        • Opportunities to give back
          • Competitive salary and benefits

            #LI-BS1 #REMOTE

            Privacy Statement

            FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

            EEOC Statement

            FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

            For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

            Sourcing Model

            Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.


Keywords: Humanity, Atlanta , Trust Account Manager - Institutional, Executive , Atlanta, Georgia

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