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Global Middle Office Specialist-New Accounts at Piper Jaffray

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Minneapolis, Minnesota

Job Description:

Global Middle Office Specialist - New Accounts

The primary role of Global Middle Office Support - New Accounts is to provide operational, functional, and project support for the FIS account opening process and the internal (compliance, technology, project management) and external partners (vendors and clients) who interact with them.


  • Complete the daily tasks as assigned
  • Provide service and support to the FIS Sales group as it relates to the account opening process
  • Provides service and support to internal partners and other firm partners as requested
  • Other duties and project work as assigned which may include:

    • Ad hoc reporting
    • Working with RFP's
    • Dealing with broker deal questionnaires
    • Running due diligence on reports


  • Strong communication skills
  • Strong customer service skills
  • Previous exposure to brokerage accounts
  • Ability to work on a team and independently
  • Strong attention to detail
  • Technical skills including familiarity with, Pershing and CRM systems
  • Proficient in Microsoft office products, with heavy Excel experience
  • Customer Account opening experience preferred
  • Series 7 licensed preferred


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