![]() ![]() You will build strong partnerships with your internal team as well as across the organization. CWS offers management expertise across the credit spectrum and supports both MasterCard and Visa accounts as well as a variety of private label debit, credit, stored value, and customer bankcards.Īs a key member of the broader HR function, you will work in a collaborative and supportive environment where your work is valued. Requirements, activities, duties, and responsibilities may change at any time with or without notice.CardWorks Servicing ("CWS") is one of the largest privately-held provider of outsourcing services for bankcard-related products to banks and non-bank lenders in North America. Complete job description available upon request. Please note this job description is not designed to cover or contain a comprehensive listing of requirements, activities, duties, or responsibilities that are required of the employee for this job. Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA).Medical/Prescription, Vision, and Dental Insurance.Microsoft Dynamics CRM or similar CRM systemįort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:.Schwab Advisor Services, Fidelity Wealthscape, or TD Ameritrade Institutional.Orion Connect or similar portfolio accounting software.Strong working knowledge of financial services with 3 years of relevant experience in Financial Services Industry.Experience in designing, implementing, and evaluating standard operating procedures for increased operational efficiency.Problem-solving skills with the ability to bring reported problems to successful resolution.Effective prioritization and time management skills for managing multiple concurrent objectives, projects, groups, or activities.Demonstrated ability to work collaboratively within a team structure and across functional departments.Intermediate Microsoft Excel skills heavily using functions like vlookup and pivot tables.Bachelor's degree in finance, economics, business, technology OR equivalent work experience. ![]() Implement solutions for automation and process improvement.Perform research on corporate actions, cost basis, and pricing.Create and manage manual investment accounts by interpreting client custodial statements.Maintain systems error logs and generate reports for Fort Pitt Department Heads.Conduct data audits (daily, monthly, quarterly) for accuracy from Custodians and Recordkeepers.Review and process interdepartmental requests using the Client Relationship Management (CRM) system.Process interdepartmental requests in the Portfolio Accounting System, including account opening, closing, investment model changes, and asset movements.Your meticulous attention to detail will be instrumental in conducting regular quality control checks, resolving issues to minimize operational risk, and creating solutions that increase the efficiency of the company. Are you ready to be part of an exciting journey in the financial services industry?Īs an Investment Operations Analyst, you will be at the heart of our investment operations, responsible for processing service requests with precision and maintaining the highest level of accuracy. ![]()
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