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 team leader in the account opening/maintenance team, you will be responsible for processing opening/maintenance 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. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, you may be the perfect fit for our team.

Job Responsibilities

Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients. Ensure that all requests are completed before cutoff and there is no SLA miss. Create subject matter experts in the team through training & mentoring. Drive projects & initiatives for the team. Liaison with onshore partners and investor groups for timely resolution of exceptions/queries. Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group. Contribute towards other processes during the cyclical phase of low volumes. Ensure adherence to all service level commitments, process controls, and escalation policies Question the status quo and suggest/bring changes.

Required qualifications, capabilities and skills

Bachelor’s Degree in Business Administration or Finance or equivalent work experience of 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 oriented mindset 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 Familiarity with Familiarity with tech tools like Alteryx, Tableau, Xceptor is preferred