Treasury Operations Implementation Specialist

Job highlights
Identified by Google from the original job post
Qualifications
Bachelor’s Degree or equivalent work experience
1-3 years experience in training or client implementation
Experience in developing and conducting training
Payment processing experience
Proficiency with Microsoft Office applications
Strong work ethic
Team player, ability to work well with others internally and externally
Ability to multi-task and meet deadlines
Meticulous attention to detail
Strong organizational and presentation skills
Excellent verbal and written communication skills
High degree of professional poise
Strong relationship building skills
Ability to thrive as part of a team, while also being able to work independently
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States
The most experienced and best performing team in the industry
Benefits
Upon employment, this Specialist will receive a competitive salary between $50,000 - $75,000, along with a generous benefits package
Responsibilities
This individual will be actively involved in the services noted below
Serve as the primary point of contact for new and existing clients that are implementing Gen II’s treasury management platform
Responsible for developing and conducting comprehensive client training
Develop and provide clients with tools on how to utilize the platform
Develop a client conversion schedule that is a guide for onboarding existing clients to the platform
Build and foster client relationships
Develop relationships and work closely with external vendors that support the platform
Manage the entire set up process for new and existing clients on the platform
Serve as a trouble shooting expert to assist clients in completing tasks on the platform
Collect feedback from users of the platform and provide the feedback to management for purposes of process and product improvement
Engage additional internal resources as needed to enhance the client experience
Assist clients with setup forms
Work with financial institutions to ensure a smooth setup process
Provide monthly data reports to management on conversion progress
Help create and modify documented policies and procedures
Serve as backup to Treasury Operations team
Operate in a deadline driven, high volume and evolving environment
Other assigned projects
Overtime is based on business needs
Administering over $1T in assets
Servicing nearly every significant investor in the asset class
Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
Job description
Gen II is currently seeking a Treasury Operations Implementation Specialist to join our growing team of professionals. This individual will be actively involved in the services noted below.

Primary Responsibilities Will Include
• Serve as the primary point of contact for new and existing clients that are implementing Gen II’s treasury management platform.
• Responsible for developing and conducting comprehensive client training.
• Develop and provide clients with tools on how to utilize the platform.
• Develop a client conversion schedule that is a guide for onboarding existing clients to the platform.
• Build and foster client relationships.
• Develop relationships and work closely with external vendors that support the platform.
• Manage the entire set up process for new and existing clients on the platform.
• Serve as a trouble shooting expert to assist clients in completing tasks on the platform.
• Collect feedback from users of the platform and provide the feedback to management for purposes of process and product improvement.
• Engage additional internal resources as needed to enhance the client experience.
• Assist clients with setup forms.
• Work with financial institutions to ensure a smooth setup process.
• Provide monthly data reports to management on conversion progress.
• Help create and modify documented policies and procedures
• Serve as backup to Treasury Operations team
• Operate in a deadline driven, high volume and evolving environment.
• Other assigned projects
• Overtime is based on business needs

Upon employment, this Specialist will receive a competitive salary between $50,000 - $75,000, along with a generous benefits package.

Qualifications and Skills
• Bachelor’s Degree or equivalent work experience
• 1-3 years experience in training or client implementation
• Experience in developing and conducting training
• Payment processing experience
• Proficiency with Microsoft Office applications
• Strong work ethic
• Team player, ability to work well with others internally and externally
• Ability to multi-task and meet deadlines
• Meticulous attention to detail
• Strong organizational and presentation skills
• Excellent verbal and written communication skills
• High degree of professional poise
• Strong relationship building skills
• Ability to thrive as part of a team, while also being able to work independently

Desired Attributes
• Experience in financial services
• 1 - 3 years experience in Treasury Management
• Experience with advanced technical cloud-based solutions
• Project Management experience
• Prior professional experience working in an office environment
• Proficiency at training

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.

About the Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, London, Southampton, Dublin, Jersey, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:
• Administering over $1T in assets
• Servicing nearly every significant investor in the asset class
• Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model.
• The most experienced and best performing team in the industry.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)