Job Summary

Account Implementation Specialist - Orlando, FL

  • Location:
    Orlando , Florida
  • Category:
  • Contract Type:
    Contract/Temp to Hire
  • Job reference:

A Fortune 200 investment bank is looking for a mid-level Financial Coder who can review client needs and code them into their system. Please review the job description below before applying. If you are looking to grow your career and are detail oriented and analytical, this position may be the right fit for you!
Job Description:
The Account Implementation Specialist is responsible for the analysis and creation of eligible collateral requirements in support of global triparty and segregation transactions in addition to account creations. As the primary conduit for the account opening process within our collateral management system, the Account Implementation Specialist works directly with the Client Onboarding, Sales and Relationship Management staff to ensure the new collateralized deals meet all eligibility criteria as well as regulatory and compliance requirements prior to account establishment. The emphasis on this position is the ability of the candidate to establish accounts effectively, and ensure compliance and customer satisfaction to the highest standards of the Bank.
Primary Responsibilities include: Day to day analysis and creation of eligibility rules, account creations and associated processes; independent resolution of situations involving accounts or eligibility criteria as they occur; apprise management of complications.

  • Bachelor Degree in Business or related field
  • 3-5 years’ experience in Financial Services
    Proficiency in programming and coding prefers
  • Six Sigma training or have experience in Process re-engineering background
  • Ability to multi-task while demonstrating detail orientation
  • Strong problem solving, analytical and organizational skills required
  • Excellent oral and written communication skills

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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