Conversion specialist job description

Our client, a
Global Medical Device Manufacture
has an immediate opening for a
CT Scan Customer Service Representative (2 ^nd Shift)
for a
6 Month + Contract
. Our client offers results-driven people a place where they can make a difference - every day! You will also have the opportunity to work with other like-minded, self-directed and detail oriented Top Talents in an extremely collaborative and professional environment.
THIS IS A 3:30pm to 11:30pm M-F with Overtime role

Position Description (Principle Duties and Responsibilities)

The Senior Representative will be a highly proficient and quality-focused producer of Pre-Operative Plans, they will be focused on their individual production efforts to meet team and department production targets.

* Enter segmentation request data into data base.
* Review CT Scans for conformity to required protocol.
* Segment CT Scan Data using specialized software to create 3D Anatomical Bone Models.
* Create Pre-Operative Surgical Plans for robotically assisted Total Hip and Total Knee Arthroplasty.
* Review CT segmentations and Surgical Plans for accuracy of anatomical landmark selection, and implant sizing and positioning.
* Upload completed Pre-plans to field based personnel.
* Document all activities according to prescribed methods and procedures.
* Follow work instructions exactly to deliver consistent output

Requirements

• A minimum of a High School Diploma or equivalent is required, a bachelor's degree or equivalent is preferred
• Minimum of 2 years' work experience required.
• Computer skills: Proficiency in Microsoft office suite is required, candidates with experience in Salesforce or Materialize MIMICS are preferred
• Preferred (any of the following):
  • Certification or related experience in Radiology (CT, X-Ray, MRI)
  • Certification in Nursing or related field
  • College level anatomy course completion
  • Demonstrated customer service orientation. Demonstrated interpersonal and communication skills preferred
  • Demonstrated efficient work methods and an ability to handle multiple tasks in a fast-paced environment

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Profile Summary
The Sr Installation/Conversion Specialist is responsible for the establishment of new and transfer large takeover corporate plans onto Voya's recordkeeping platform.

Profile Description
Manage transition of complex takeover and start up plans to Voya. Communicate all phases of the transition process to interested parties. Recommends process improvements and manages initiatives related to areas of expertise. Provides support for new products, including user acceptance testing.Coaches and mentors other team members. Provides support and training to both external and internal business partners.Ability to support sales process as requested.Ability to support extended production load for role.Demonstrated ability to lead team meetings & huddles Designated as capable of supporting high value takeover/conversion plans & high value external relationships.Other duties as assigned.

Knowledge & Experience
B.S or B.A. Degree preferred.3-5 Years Transition Experience. Experience with OMNI record-keeping system is a plus.Knowledge of Windows Suite including Excel, Word and Access is essential

Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable AccommodationsWe are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.Misuse of Voya's name in fraud schemes

The Newton Investment Management Group describes a group of affiliated companies that provide investment advisory services under the brand name 'Newton' or 'Newton Investment Management'. Those companies are Newton Investment Management Ltd, registered in the UK, and Newton Investment Management North America LLC, registered in the US, and both are indirect subsidiaries of The Bank of New York Mellon Corporation ('BNY Mellon').
We focus on delivering outcomes for our clients across:

* Equity opportunities - including small and mid cap, regional and thematic capabilities
* Income - equity, fixed income and multi-asset
* Absolute return - fixed income and multi-asset
* Multi-asset solutions
* Thematic and sustainable strategies

These capabilities are driven by our global investment platform which harnesses both fundamental and quantitative research, alongside a thematic framework and, where appropriate and as applicable, environmental, social and governance (ESG) analysis.

With offices in London, New York, Boston and San Francisco, Newton manages £103 billion of assets (as at 30 Sept 2021). Newton provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Mellon, to individuals.

Newton is one of the BNY Mellon Investment Management (BNYM) family of eight boutique investment firms. BNYM IM is the global investment management arm of BNY Mellon, one of the world's major financial services groups with operations in 35 countries. BNYM IM's goal is to build and manage investment strategies that address the ever-changing needs of its clients, through a model that offers the best of both worlds: specialist expertise through eight forward-thinking investment firms, offering solutions across every major asset class, backed by the strength, scale and proven financial stewardship of BNY Mellon. The 7th largest asset manager worldwide, with $2.2 trillion AUM (as of 31 March 2021) BNYM IM provides a robust corporate foundation, together with worldwide resources and administrative support, while its investment boutiques are free to concentrate on what they do best - delivering specialist and focused investment performance to clients. This structure encourages an entrepreneurial, focused approach to investment and creates an environment in which each firm can perform and build on its individual experience and strengths in the development of new products.

Our Values:

* Trusted: We work in an open and honest way and with transparency. We do what we say we will do and work towards a common goal. We act with honesty and integrity and always do what is right. We make good informed decisions and act in the best interest of Newton and its clients. Our clients trust us to do the right thing.
* Collaborative: We work together to create solutions for the benefit of the business and our clients. We recognise diversity and innovation as valuable tools in achieving our goals. We search out new opportunities and ideas by involving the right people in discussions and decision making. We welcome different perspectives in our pursuit of the best possible solution. We work in partnership with our clients.
* Open-minded: We consider new ideas and strategies and identify new and different ways of being successful. We are flexible and open to change even when that change challenges our current viewpoint. We welcome different perspectives and diversity of thought to keep our approaches' innovative and current. We are curious about the opinions of others and recognise their contributions.
* Accountable: We take ownership of our role in driving the business forward and meeting our business objectives. We own the explicit decision making process and acknowledge our successes and areas of development as a basis for improvements without blame. We have clear defined roles and work together to ensure hand offs and jointly owned functions are delivered effectively. We are empowered to work autonomously and take pride in our personal contributions.
* Purposeful; We share a clear set of goals and strategies and work towards them collectively to fulfil our business objectives. We have a clear set of standards and approaches that provide context and guidance to our purpose. We are deliberate in how we work with our clients and stakeholders differentiating us from our competitors. We operate with clear intent delivering solutions as efficiently and effectively as possible.
* Dynamic: We adapt to the changing market conditions and explore new and innovative solutions to support our clients changing needs. We encourage idea generation and progress new ideas and opportunities quickly. We are agile and flexible demonstrating a willingness to change to remain competitive. We are energised, enthusiastic and challenge how and what we do to remain relevant.
* Entrepreunerial: We have the conviction to generate new ideas and recognise the need for experimentation and diversity of thought. We are agile and faced paced using effective decision making to agree and drive forward or dismiss and continue to search for a solution. We work with our colleagues, stakeholders and clients to create innovative future proof solutions and deliver them in a timely manner. We think like owners and recognise the personal contribution we make in supporting Newton's continuing success.

Job Purpose

The Client Onboarding/Transitions/Conversions incumbent will lead client account onboarding/offboarding/change management/other business critical projects, coordinate asset in-kind transfer events, support proprietary commingled funds and maintain broker/custodian documentation requirements and workflows.

Key Responsibilities

Client Onboarding/Transitions/Conversions -

Independently coordinates onboarding project management of new client accounts into systems and handles transitions and conversions for existing accounts.

Serve as an advisor supporting client account onboard/transition/convert to/from a diverse range of organizational products and solutions.

Responsible for overall success of large, complex transitions/conversions ensuring project quality and efficiency.

Leads project management activities for the onboarding/transition/conversion of accounts such as organize calls with stakeholders, documenting progress, planning, issue / risk tracking, scheduling, effort estimation, and other project documentation preparation.

Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.

Leads complex conversion activities, completes account onboarding/offboarding/existing account set up and maintenance supporting proprietary organizational products including Bank Collective Funds/Hedge Funds/Other Funds.

Fund Support requires an in-depth understanding of custody, transfer agency and fund accounting and processing workflows.

Reviews controls to effectively mitigate risks and resolve problems that arise during the conversion process and fund support.

Marshals firm-wide resources (Product Development, Technology, Operations, legal, Compliance, Investment teams, etc.) to ensure transition/conversion needs are being addressed and develops processes to ensure communication and alignment across teams.

Presents project progress, findings, recommendations and existing workflow analysis to senior business leaders.

Facilitate legal documentation review and completion with internal and external parties for proprietary commingled funds.

Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of risk environment.

Provides leadership and recommendations for support and training to assist with documentation, quality review and submission of documents.

Coordinates in-kind transactions for collective funds and separately managed accounts with internal and external parties.

Supports trading documentation and workflow requirements liaising with Legal/Compliance/Operations internally and also with Brokers/Custodian Banks.

Responsible for complex change management projects including process and platform changes. Contributes to the achievement of other objectives within the team.

Leads process improvements based on post-mortem transition analysis

No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues. Allocates work to and monitors the work quality of others.

Experience and qualifications required:

Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

7-10 years of total work experience preferred.

Experience in securities, financial services or client-facing or project management roles preferred.

Project Management certifications preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.