Senior Trade Enablement Associate
CurrentManage routine security transactions initiated by customers; Manage cash flow in customer accounts (Execute daily deposits into accounts and rebalance accounts; Sell assets to raise cash for withdrawals); Lead point of contact for Unified Managed Accounts’ issue resolution processes, ensuring resolution is performed in a timely-manner; Identify and recommend opportunities for process improvement and risk control development; Cross-functional/agile team member able to perform and own a breadth… Show more Manage routine security transactions initiated by customers; Manage cash flow in customer accounts (Execute daily deposits into accounts and rebalance accounts; Sell assets to raise cash for withdrawals); Lead point of contact for Unified Managed Accounts’ issue resolution processes, ensuring resolution is performed in a timely-manner; Identify and recommend opportunities for process improvement and risk control development; Cross-functional/agile team member able to perform and own a breadth of processes for team; Train new hires on how to perform processes; Develop and mentor new hires on best practices Show less