Client Processing Specialist II
Job in
Devon, Chester County, Pennsylvania, 19333, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
- Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients
- Management and periodic reconciliation of SMA manager models
- Delivery and management of UMA (Model Only) data to manager sponsor relationships
- Trade error analysis and resolution
- Bachelor's degree in Finance or Business or equivalent combination of education and experience
- 3 - 5 years of experience strongly preferred
- Operational investment management experience preferred
- Experience working with Fiserv Security APL, model delivery, and/or SMA trading platforms preferred
Demonstrates expertise in operational investment management, including analysis and order generation for retail SMA accounts, trade error analysis, and reconciliation of SMA manager models. Proficient in managing UMA data and utilizing SMA trading platforms to enhance client relationships.
Highest-signal resume keywords- Operational Investment Management
- SMA Trading Platforms
- Trade Error Analysis
- Model Delivery
- Financial Analysis
- Order Generation
- Data Management
- Reconciliation
- Trade Analysis
- Financial Analysis
- SMA Accounts
- UMA Data
- Investment Management
- Client Relationships
- Fiserv Security APL
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