Back to Jobs search

Client and Outsourcing Support Administrator

Amalgamated Bank • New York, NY • 2h ago

Full Time

Clerical

New York, NY, US

Salary Range: $20.00 To $28.00 Hourly

Purpose of Position:

Support the Trust Client Service in working with the Bank's outsource partner, FIS, providing trust and custody services. Provide support and assistance to Trust Client Service employees using the FIS technology implemented for this process, including their inquiry, and reporting

Essential Job Functions:

Submit various requests to FIS, including password resets for the Bank's online portal for Trust clients

Assist the manager working with FIS and their different systems, partners and suppliers, including systems for inquiries and instructions, custody reports as well as their corporate actions, fund accounting, print services,

Submit request for new client accounts and portfolios, including affiliations, including proxy, corporate actions and other affiliations. Submit requests for portfolios to be added to or removed from securities lending.

Assist the Client Service Manager with the review of the FIS statement tracker report and anticipated statements, determine which statements need to be held and statement frequency, statement production date, investigate missing prices for statements, and generate quarterly MEPT and annual statements

Assist the Department Manager with filing reporting with appropriate agencies, including submitting 5500 schedule C reporting for client statements

Assist the Trust Outsourcing Services manager with the fee billing process, including fee billing set up, the review of fee billing schedules, defining the fee billing calendar, and the review of actual fee billing and fee projections

Respond daily to any incoming checks, ACH and Wires received for Fee payments and ensuring they are logged accurately and fee Collections processed.

Prepare monthly reconciliation of Fee Suspense account and ensure GL tickets are processed to credit Fee holdover suspense and Fee revenue GL.

Comply with existing operating policies and procedures

Provide general support to the Client Service Manager in researching and resolving customer inquiries and other daily activities

Assist with the data gathering for Monthly/Quarterly Client Reviews

Update online databases on the Monthly and Quarterly basis

Ability to provide reasonable coverage and backup for teammates/colleagues including those on cross functional teams during planned and unplanned time off

Perform various administrative duties as directed by management

Knowledge, Skills and Experience Requirements :

Bachelor's degree or equivalent experience

Excellent analytical skills

General knowledge of securities industry's policies and procedures

Comprehensive knowledge of the global custody industry

Good oral, written and interpersonal skills

Excellent knowledge of computer software applications (MS Word, Excel, Access)

Our job titles may span more than one career level. The starting hourly salary for this role is between $20.00 - $28.00. The actual hourly pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans . (https://www.eeoc.gov/sites/default/files/migrated\files/employers/poster\screen\reader\optimized.pdf) AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement (https://www.amalgamatedbank.com/sites/default/files/pay-transparency.pdf) . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Hybrid Work Model

Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as "remote".

Search Firm Representatives- Please Read Carefully

Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Similar Jobs

Warehouse Team Leader

Volvo Group • South Plainfield, NJ • 37min ago

Retail & Hospitality

Warehouse Team Leader Location: S. Plainfield, NJ, US, 07080 Position Type: Professional Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solution...

37min ago

Go to Apply

Materials Mgr

PARKER HANNIFIN CORPORATION • New York, New York • 1h ago

Materials Mgr Group: Motion Systems Grp N. America Division: Electronic Controls & Motion Division (ECM) Location : USA Mount Kisco, NY Job Family : Supply Chain/Logistics Job Type : Regular Posted : Jun 9, 2026 Job...

1h ago

Go to Apply

Materials Mgr

PARKER HANNIFIN CORPORATION • New York, New York • 1h ago

1h ago

Go to Apply

Registered Nurse - IMT

Community Access • Bronx, NY • 2h ago

Hospital & Medical

Full Time DirectServiceStaff Bronx, NY, US Salary Range: $111,033.60 To $111,033.60 Annually Founded in 1974, Community Access continues to uphold and operate as a pioneer of supportive housing and social services in NYC...

2h ago

Go to Apply

Vice President, Banking Product Marketing - Asset & Wealth Management

JPMorgan Chase • New York, NY • 2h ago

Finance, Accounting & Banking

J.P. Morgan Asset & Wealth Management is a global leader in banking, investing, and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market worldwid...

2h ago

Go to Apply

Product Manager, Global Private Banking (GPB) Chief Data Office (CDO)

JPMorgan Chase • Jersey City, NJ • 2h ago

Finance, Accounting & Banking

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering...

2h ago

Go to Apply

Associate Director - Investment Banking, Financial Sponsors Group - New York, NY

Scotiabank • New York, NY • 2h ago

Finance, Accounting & Banking

Associate Director - Investment Banking, Financial Sponsors Group - New York, NY Requisition ID: 253553 Salary Range: 275,000.00 - 275,000.00 Please note that the Salary Range shown is a guideline only. Salary offered ma...

2h ago

Go to Apply

Latin America Private Bank - Senior Client Service Associate

JPMorgan Chase • Jersey City, NJ • 2h ago

Finance, Accounting & Banking

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of cont...

2h ago

Go to Apply

Senior Contact Center Representative

Amalgamated Bank • New York, NY • 2h ago

Full Time New York, NY, US Salary Range: $20.00 To $27.00 Hourly Purpose of Position This is a highly visible, high impact team responsible for every aspect of the consumer and business inbound and outbound client experi...

2h ago

Go to Apply

Admin Supp Assoc - FlexStaff

FlexStaff • Manhasset, NY • 2h ago

Req Number 190569 M-F 8a-4p or 9a-5pPerforms diversified administrative support, coordinative and/or secretarial duties related to the functional and/or operational needs of department and Department Head.Responsibilitie...

2h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)