Client Operations Analyst
Job Description
You are a strategic thinker passionate about driving solutions inClient Operations. You have found the right team.
Join the team which handles the account opening requests for private banking clients of world's most innovative bank. If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team.
As a Client Operations Analyst in the account opening/maintenance team, you will be responsible for processing opening requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts.You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams.
Job responsibilities- Process and validate account opening requests for private banking clients accounts.
- Ensure all requests are completed before cutoff times to avoid SLA misses.
- Create subject matter experts within the team through training and mentoring.
- Drive projects and initiatives to enhance team performance.
- Respond promptly and accurately to requests and inquiries from the Front Office and Client Service group.
- Contribute to other processes during periods of low volume.
- Ensure adherence to all service level commitments, process controls, and escalation policies.
- Question the status quo and suggest or implement changes.
- Bachelor's Degree in Business Administration or Finance or equivalent work experienceof min 5 years
- Ability to prioritize effectively and multi-task in a fast paced, team-based environment
- Possess strong analytical & problem solving skills
- Have a detail & control orientedmindset
- Excellent time management and organizational skills
- Ability to build strong partnerships with key stakeholders, management and colleagues
- Ability to articulate procedural concepts clearly to varied audiences