Overview

　　Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

　　First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

　　SVB Be Part of a Bank Like No Other

　　When you work with the world's most innovative companies, you know you're making a difference.

　　Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

　　They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

　　Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

　　Responsibilities

　　The Liquidity Account Manager (LAM) will support the first line client experience by providing client accounting, audit support and relationship management to SVB Asset Management (SAM) and other Liquidity Solutions clients. The LAM will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and/or seek guidance before issues impact clients or grow larger.

　　PRODUCT & PROCESS EXPERTISEKnowledge of fixed income securitiesKnowledge of investment accountingAbility to lead calls with senior finance executives and troubleshoot investment accounting/reconciliation issuesKnowledgeable of internal bank processes and timelines to facilitate service requestsMay conduct process and workflow training to colleagues and internal partnersMaintaining updated knowledge of company products and services, with focus on liquidity products such as Asset Management, Repo Accounts, Sweep and Insured Cash Sweep productsRELATIONSHIP MANAGEMENTBuild relationships with clients based on trust and respectCommunicate with clients to understand their needs and explain product valueManage and solve conflicts with clientsEscalate problems appropriately to appropriate internal teamsACCOUNT MAINTENANCE & SUPPORTAssist with audit support, including SOC1 reports, confirmations, pricing materials, and moreAbility to effectively communicate technical accounting/investment topics to clientsProduce high-quality, accurate portfolio review presentationsResolve complaints and prevent additional issues by improving processesAssist with challenging client requests regarding investment accounting or issue escalations as neededSERVICE MODELEnsure the timely and successful delivery of our solutions according to customer needs and objectivesKnowledgeable and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and moreClient service; including speedy client response and service deliveryBe available to receive inbound client requestsLead client trainings to educate clients on self-service of productsINTERNAL PARTNERSHIPSPartner with Liquidity Solutions colleagues to develop new business with existing clientsCollaborate with sales team to identify and grow opportunities within territoryCollaborate with internal departments to facilitate client need fulfillmentPartner with marketing teams to facilitate client communicationProvide feedback on advisory topics to enhance LS Thought Leadership programDATA / RECORDS MANAGEMENT & REPORTINGProvide information needed to generate reports to track activities, progress and develop strategiesEnsure client records and activities are recorded accurately across LS systemsCapture and record data relating to account acquisition and account statusCollect data to learn more about client behavior with the goal to enhance the client experience

　　The base pay for this position is relative to your experience but the range is generally $79,104.00 - 118,656.00 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits.

　　Qualifications

　　Bachelor's Degree with 2-4+ year(s) of experience with Fixed Income/Investment Accounting knowledge OR High School Diploma or GED and 6-8+ year(s) of experience with Fixed Income/Investment Accounting knowledge

　　Decisions

　　Works on a variety of assignments independently with minimal direct supervision. Able to produce results while managing multiple priorities. Proven success in developing solutions to complex client issues and handing sensitive issues with good judgement.

　　Uses judgement to escalate issues and/or seek guidance on issues before they impact clients or become larger issues.

　　Knowledge

　　Understanding of banking and investment management business, client needs and has proven ability to apply these skills and knowledge to complete a wide range of responsibilities.

　　Technical knowledge of on and off-balance sheet products, bank and investment client interface systems and reporting, solid understanding of fixed income securities, investment accounting principles and reporting.

　　Skills

　　Strong written and verbal communication skills. Ability to communicate complex information clearly and concisely. Strong collaboration skills; confident interfacing across various levels in the organization; ability to be flexible.

　　Proficiency with Microsoft office (Excel, PowerPoint, Word) and Outlook is required.

　　Competencies

　　The LAM will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and/or seek guidance before issues impact clients or grow larger. The individual will be incredibly client-focused, be an excellent team player and will have the ability to form strong relationships with both internal partners and clients.