Abglobal

Account Transitions Analyst

Nashville, Tennessee · Internship

Sponsorship not specifiedDetected 30 days ago

AccountingExcelResearchCollaborationCritical Thinking

About the role

The Account Transitions team is responsible for ensuring and maintaining the accuracy of client portfolios throughout the account transition lifecycle.
The overall responsibility is to achieve operational excellence by consistently providing a superior level of service to our clients while improving efficiencies without compromising controls or risk management discipline.
With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world.

The Account Transitions Analyst is a key role for our firm to perform various transition and client on boarding tasks including new accounts, custodian changes, in kind movements, market openings and account closings.
Own all operational aspects relating to account transitions: account openings, in-kind asset transfers, custodian changes, and account closures.
Manage multiple priorities and stakeholders, balancing speed and accuracy in time-sensitive transitions.
The Global Portfolio Administration department provides operational support to the firms Institutional, Private Client, and Retail business channels through account transitions.

Bachelor's degree in Finance, Economics, Accounting, or related field.
2-4 years' experience in business operations, preferably in financial services, or strong internship background.
Track record of critical thinking and creative problem solving.
Demonstrated ability to communicate proactively and effectively in urgent, high-stakes situations.
Experience adapting processes to meet diverse client needs and requirements.

The individual will be expected to work as a part of a team and will need to be able to communicate effectively with various internal and external clients.
What We're Looking For:

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This listing is sourced directly from Abglobal's careers page and normalized into a canonical job model.