Associate Client Cash Management

**Role Summary**

The Client Cash Management Associate is responsible for ensuring that all deposit and withdrawal transactions for client’s cash accounts within their areas of responsibility are processed within 24 hours to the correct client account for the correct amount while adhering to compliance and company policies. Additionally, each CCM team member is responsible for working collaboratively with CX, New Accounts and Compliance teams to delight clients and enhance their experience while ensuring that client privacy is maintained at the highest level.

**Responsibilities**
- **Executing objectives supporting strategic goals**:Responsible for executing objectives in support of the global strategic goals of the organization and the CCM team.
- **Achieving performance targets**:Understand the CCM team’s strategic goals and actionable strategies and achieve goals and performance targets to ensure that the teams’ objectives are met.
- **Processing client cash transactions**:Accurately processes all client cash transactions within a 24-hour period while adhering to compliance and company policies and that any exceptions are addressed on a daily basis.
- **Responding to CRM tickets**:Respond to all CRM tickets related to client funding issues within 24 hours.
- **Resolving issues pertaining to client cash transactions**:Assist team members in resolving issues or issues that require diligence and judgment with respect to client cash transactions. Exercise judgment when escalating issues to Team Leader and Manager.
- **Understanding changes to key systems**:High level of proficiency with key systems including FMS and CRM/Salesforce and understand changes to key systems.
- **Implement workflows**:Work with Team Leader and Manager, CCM and internal stakeholders to implement workflows and processes that will increase productivity and effectiveness throughout the CCM team and the company as a whole.
- **Enhancing client experience**:Ensure an improved Client Experience in processing cash transactions by:

- increasing communication and collaboration between the Client Experience, New Accounts, Compliance and CCM teams to ensure all client issues are resolved on a timely basis in a professional manner.
- working with the Finance team to ensure a high degree of accuracy.
- **Training**:Act as trainer to other CCM associates and ensure that new employees are properly trained and developed.
- **Keeping track of product offerings**:Remain up to date on the product offerings of the company.
- Other projects and duties as assigned.

**Behavioural competencies**
- **Communicates Effectively** - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, seeks out others' perspectives and asks good questions. Shares information that others want to know; gives appropriate context and details when speaking.
- **Manages Complexity** - Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
- **Plans and Aligns** - Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.
- **Optimizes Work Processes** - Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, uses metrics and benchmarks to monitor accuracy and quality. Takes steps to make methods productive and efficient. Promptly and effectively addresses process breakdowns.
- **Business knowledge**:Possesses a thorough understanding of the business, its objectives, and has the required industry knowledge to work towards advancement of the organization’s goals. Monitors business news, industry changes, market situations, monitors other changes in the internal and external environment - and applies existing knowledge to make the right decisions.

**Skills**
- **Planning and Organizing**:Works independently to prioritize tasks that are the most important in the present moment. Plans, organizes, and schedules tasks to stay aligned with the team’s work to meet business objectives.
- **Assessment**:Can use multiple sources of information to draw reasonable conclusions and use them to make recommendations for the advancement of organizational objectives.
- **Problem-solving**:Can identify problems quickly and resolve them in a quick, effective, and seamless manner while causing the least amount of hindrance to operations.
- **Review and Reporting**:Can review existing information and new data, combine them to generate reports that offer relevant insights, information,