If you have a team handling experience with 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 an associate in the account opening/maintenance team, you will be responsible for ensuring the accurate processing of opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. The role demands you to manage 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 and/or manage a team. 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

Connect/Engage with stakeholders to drive change, handle timely escalations leading to a better customer experience Be Agile and Flexible in multi-tasking as per the business need Ensure that the team produces high quality performance and accuracy to best meet our client's needs and expectations Ensure adherence to all service level commitments, process controls and escalation policies Work closely with team members to maximize efficiency & productivity Proactively focus on issues and adjust rapidly to changes in the team, the market or Wealth management to deliver sound recommendations for process improvement Manage the team effectively to ensure that all deliverables are completed in a timely manner

 

Required qualifications, capabilities and skills

Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 10 years Ability to build strong partnerships with key stakeholders, management and colleagues  Strong organizational, prioritization, interpersonal and problem solving skills Assume ownership and responsibility to accomplish team goals Have strong intellectual capacity for process improvements Detail-oriented, results-focused & control oriented mindset Identify critical requirements & potential gaps by understanding complex and interdependent processes and suggest/implement solutions. Experience in creating detailed MIS reports and giving presentations