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Gen II Fund Services

Treasury Operations Implementation Specialist

Gen II Fund Services, Denver, Colorado, United States, 80285


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 IncludeServe 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 proceduresServe as backup to Treasury Operations teamOperate in a deadline driven, high volume and evolving environment.Other assigned projectsOvertime is based on business needsUpon employment, this Specialist will receive a competitive salary between $50,000 - $75,000, along with a generous benefits package.Qualifications and SkillsBachelor's Degree or equivalent work experience1-3 years experience in training or client implementationExperience in developing and conducting trainingPayment processing experienceProficiency with Microsoft Office applicationsStrong work ethicTeam player, ability to work well with others internally and externallyAbility to multi-task and meet deadlinesMeticulous attention to detailStrong organizational and presentation skillsExcellent verbal and written communication skillsHigh degree of professional poiseStrong relationship building skillsAbility to thrive as part of a team, while also being able to work independentlyDesired AttributesExperience in financial services1 - 3 years experience in Treasury ManagementExperience with advanced technical cloud-based solutionsProject Management experiencePrior professional experience working in an office environmentProficiency at trainingWork ArrangementAll 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 assetsServicing nearly every significant investor in the asset classInstitutional 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 DisabilitiesThe 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)