Account Manager III
Location: Charolette, NC or Minneapolis, MN (Hybrid)
We give you a world of potential
A role you will love
We are currently seeking a highly motivated and dynamic individual to fill an Account Manager III position within the Securities Custody Team of CCT. You will be focused on developing and maintaining strong internal and external customer relationships within the custody businesses while working collaboratively within a team structure to resolve operational issues, to ensure compliance with all contractual obligations, and to ensure compliance with all internal operational guidelines and procedures. You will also be involved in the other facets of the Specialized Asset Services business as well, including the onboarding of new business, leading and participating in efficiency projects, and providing production oversight (as needed) for the Securities Custody products.
Some of your key responsibilities may include:
- Representing CCT in developing and maintaining large client relationships for the SAS Custody Financing portfolio
- Selling and promoting CCT products and services to existing clients
- Closing of complex CLO and Leveraged Loan Financing transactions
- Establishing controls to ensure that policies and processes are effectively implemented and executed, while understanding key business procedures and associated risks/controls for each client and respective deal
- Building and maintaining client relationships, understanding the value of each client's business and how to best service their accounts
- Ability to anticipate and identify work problems, quickly and correctly, while demonstrating the ability to identify, develop and implement sound solutions
- Providing leadership and guidance to less experienced team members and provide subject matter expertise as needed
What will you bring to the role?
As you've probably gathered by now, we are looking for somebody with a real passion for customer service, ensuring regulatory compliance and will have the ability to work collaboratively with various stakeholders to achieve client success.
Other key skills required for the role include:
- Minimum of 10 years of experience in one or a combination of the following areas: trust, financial services, or account management is required
- Knowledge of Corporate Trust Services business & products
- Structured finance experience and familiarity with mortgage securitizations processes
- Experience with CDO Suite
- Legal Document experience
- Expertise in various systems, including Microsoft Excel
- Excellent verbal and written communication skills
- Ability to influence and interface with all levels of the organization
- Ability to manage multiple priorities, demonstrate flexibility and implement change
- Proven leadership skills
- Attention to detail and excellent organizational skills
- Works independently and displays a take charge attitude
- Advanced Microsoft Excel and Access skills
Paid parental leave
Health and wellbeing
Invest in your future
Income protection.
And more.
Compensation.
Not included in the source posting: about the role, qualifications.
Skills
Who can apply
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