Account Management Ops Analyst – Private Bank Onboarding and Maintenance

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation by validating items for good order, and completing required updates.
• Completes account openings or updates by reviewing requests and supporting documents to determine requirements.
• Performs moderate levels of research, follow-up, and resolution of more complex routine research requests.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units.

Requirements

• Ability to find and resolve data inconsistencies in highly detailed documents and systems.
• Experience interacting with partners via email and chat.
• Ability to manage large caseloads and execute within short deadlines.
• Experience using Microsoft Office applications.
• Experience using multiple systems and applications to complete individual tasks accurately and efficiently.
• Experience, studies, or knowledge in operations, banking, account management and/or customer service.
• Ability to apply established procedures to daily processing.
• Ability to apply knowledge to improve processes.