Member of Client Operations, ACHActive

The opportunity

With the evolving landscape of digital threats and an increasing volume of sophisticated attacks by malicious actors, we have a security policy mandating all new hires complete an in-person onboarding process - no exceptions . Security is our foundation and we prioritize…

What you'll do

  • Service institutional clients by managing operational tasks, developing and: executing operational processes in support of our clients needs, and performing transaction reviews and approvals.

  • Execute and monitor the daily processing of client cash deposits,: withdrawals, and transfers, primarily via ACH.

  • Perform timely and accurate reconciliation of cash accounts.

  • Investigate and resolve operational inquiries and issues related to cash transactions.

  • Ensure all processes adhere to established procedures and internal controls.

  • Maintain a strong understanding of relevant regulations, including Reg E and Dodd-Frank rules.

What they're looking for

  • Collaborate with cross-functional teams, including Client Experience, Sales,: Compliance, and Product, to develop operational solutions to complex client requests.
  • Experience supporting operational needs of institutional clients in a: financial services setting, with a familiarity with US Anti-Money Laundering (“AML”) requirements
  • Maintain an understanding of traditional financial services, products and: strategies as required to provide support to Anchorage clients and the goals they have to implement their own strategies.
  • Capable of navigating and learning various systems and tools such as Salesforce, JIRA, Looker.