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GWIM Sr Operations Analyst - Private Bank Operations

In United States

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GWIM Sr Operations Analyst - Private Bank Operations   

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JOB TITLE:

GWIM Sr Operations Analyst - Private Bank Operations

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Pennington, NJ United States

JOB DESCRIPTION:

Responsible for supporting various operational processes requiring preparation and fulfillment of requests from Private Bank Client Teams.

 

  • Interacts and communicates with all levels to provide or communicate updates for Client base.
  • Understanding of accounting transactions, problem resolution and attention to detail and various risk related steps that required daily evidence and documentation.
  • Understanding of Documentation/Inbound mail support, Indexing and Scanning of mail, Check printing and check research and complex transaction posting.
  • Ability to summarize and provide responses to inquiries from Operations and Client Teams. 
  • Provides daily support of Class Action process, Trade Error process, and ongoing management of processes and procedures.

 

 

Enterprise Job Description:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Position Details

POSTED:

Oct 04, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16537536267252607

LOCATION:

United States

CITY:

Pennington, NJ

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

GWIM Sr Operations Analyst - Private Bank Operations    Apply

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<div> <p><span>Responsible for supporting various operational processes requiring preparation and fulfillment of requests from Private Bank Client Teams. </span></p> <p> </p> <ul> <li><span>Interacts and communicates with all levels to provide or communicate updates for Client base. </span></li> <li><span>Understanding of accounting transactions, problem resolution and attention to detail and various risk related steps that required daily evidence and documentation. </span></li> <li><span>Understanding of <span>Documentation/Inbound</span></span> mail support, Indexing and Scanning of mail, Check printing and check research and complex transaction posting.</li> <li>Ability to summarize and provide responses to inquiries from Operations and Client Teams. </li> <li>Provides daily support of Class Action process, Trade Error process, and ongoing management of processes and procedures.</li> </ul> <p> </p> <p> </p> <p><u><i>Enterprise Job Description:</i></u></p> <p><i>Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.</i></p> </div>


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