GWIM Sr Operations Analyst – Problem Resolution SME Apply
<div> <p>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.</p> <p> </p> <p> </p> <p><b><b>Required Skills & Experience:</b></b></p> <ul> <li>At least 1 year of experience in tax reporting statements and cost basis processing</li> <li>Must be familiar with 1099-B's and tax reporting statements</li> <li>Proficient in Excel- Basic & Complex formulas</li> </ul> <p> </p> <p><b><b>Desired Skills & Experience:</b></b></p> <ul> <li>Experience within Wealth Management Operations</li> </ul> <p> </p> <p><b><b>Enterprise Role Overview:</b></b></p> <p><i><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></i></p> </div>
