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/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.

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. Collaborate with onshore teams 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

You must hold a Bachelor’s Degree or above You must have at least 2+ years of experience  Ability to prioritize effectively and multi-task in a fast paced, team-based environment   Possess strong analytical and problem solving skills  Have a detail and control oriented mindset Excellent time management and organizational skills   Ability to build strong partnerships with key stakeholders, management and colleagues  Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills Possess working knowledge of tech tools like Alteryx, Tableau, Xceptor