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Senior Operations Analyst - Abandoned Property (WMO)

In United States

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Senior Operations Analyst - Abandoned Property (WMO)   

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JOB TITLE:

Senior Operations Analyst - Abandoned Property (WMO)

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Jacksonville, FL United States

JOB DESCRIPTION:

Enterprise Overview:

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.

 

LOB Description:

This position is part of the Abandoned Property Team which performs critical and time sensitive abandoned account identification, statutory due diligence and regulatory escheatment reporting. This role involves contact with clients, branch office personnel and external state unclaimed property employees with a focused goal of reuniting client's with their assets. The teammate in this role is responsible for the reporting process which involves reviewing the various jurisdictional laws, identifying which properties are eligible and due for escheatment, compiling and formatting the report, physically filing the report with the appropriate state agency, and ultimately, delivering the assets in accordance with the reporting jurisdiction's law. This team works closely with submitting lines of business and the various states to ensure reporting is done in compliance with jurisdictional mandates.

 

Additional duties include:

  • Providing superior client service
  • Conducting research and outreach to reunite abandoned clients with their assets
  • Answering client calls and email inquiries while processing various assignments
  • Performing regular account maintenance, including document review, to ensure accuracy
  • Facilitating the transfer of assets into and out of abandoned property
  • Reconciling accounts in advance of reporting and remitting assets to State
  • Learning all departmental processes and being cognizant of downstream effects on other areas
  • Mitigating risk by identifying and proposing process improvements
  • Communicating (written and verbal) with various branch offices, clients, and/or State representatives

 

Required Skills:

  • Experience supporting Abandoned / Unclaimed Property and Escheatment, Merrill Lynch Lines of Business / Clients, or Compliance, EPO, and Risk/Control.
  • Proven leadership experience
  • Customer service skills
  • Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation
  • Effective organizational and time management skills
  • Demonstrates attention to detail
  • Ability to work in a fast paced environment
  • Continue to promote and foster a positive team morale
  • Excellent verbal and written communications skills

Position Details

POSTED:

Jan 17, 2023

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S166199049708310578

LOCATION:

United States

CITY:

Jacksonville, FL

Job Origin:

OORWIN_ORGANIC_FEED

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

Senior Operations Analyst - Abandoned Property (WMO)    Apply

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<div> <p><u><b>Enterprise Overview:</b></u></p> <p>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.</p> <p> </p> <p><u><b>LOB Description:</b></u></p> <p>This position is part of the Abandoned Property Team which performs critical and time sensitive abandoned account identification, statutory due diligence and regulatory escheatment reporting. This role involves contact with clients, branch office personnel and external state unclaimed property employees with a focused goal of reuniting client's with their assets. The teammate in this role is responsible for the reporting process which involves reviewing the various jurisdictional laws, identifying which properties are eligible and due for escheatment, compiling and formatting the report, physically filing the report with the appropriate state agency, and ultimately, delivering the assets in accordance with the reporting jurisdiction's law. This team works closely with submitting lines of business and the various states to ensure reporting is done in compliance with jurisdictional mandates.</p> <p> </p> <p>Additional duties include: </p> <ul> <li>Providing superior client service</li> <li>Conducting research and outreach to reunite abandoned clients with their assets</li> <li>Answering client calls and email inquiries while processing various assignments</li> <li>Performing regular account maintenance, including document review, to ensure accuracy</li> <li>Facilitating the transfer of assets into and out of abandoned property</li> <li>Reconciling accounts in advance of reporting and remitting assets to State</li> <li>Learning all departmental processes and being cognizant of downstream effects on other areas</li> <li>Mitigating risk by identifying and proposing process improvements</li> <li>Communicating (written and verbal) with various branch offices, clients, and/or State representatives</li> </ul> <p> </p> <p><u><span><b>Required Skills:</b></span></u></p> <ul> <li>Experience supporting Abandoned / Unclaimed Property and Escheatment, Merrill Lynch Lines of Business / Clients, or Compliance, EPO, and Risk/Control.</li> <li>Proven leadership experience</li> <li>Customer service skills</li> <li>Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation</li> <li>Effective organizational and time management skills</li> <li>Demonstrates attention to detail</li> <li>Ability to work in a fast paced environment</li> <li>Continue to promote and foster a positive team morale</li> <li>Excellent verbal and written communications skills</li> </ul> </div>


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