Associate Manager - Business Analyst
DESCRIPTION/RESPONSIBILITIES:
Wealth Management Core Services is currently seeking qualified candidate(s) to fill open Associate role within the Wealth Management Operations Core Services – Client Reporting team. The Associate will support Operations in its day to day processing using a unique blend of business and technical skills. Our purpose is to innovate and deliver solutions to challenging tasks and drive sustainable change. Various tasks cover Audit Confirms, Statements, Special Handling and Return Mail.
Responsibilities include, but are not limited to the following:
• Provide team with guidance and resources for delivering high quality service to our clients.
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures.
• Research, follow-up, and resolve escalated issues through effective interaction with impacted teams.
• Act as the escalation point for questions/inquiries relating to team requests.
• Interact with business partners to resolve questions and/or, investigate issues.
• Perform regular control reviews to ensure compliance with procedures, auditing, risk and regulatory requirements and standards
• Participate in projects and initiatives around Client Reporting.
Preferred Knowledge and Skill Sets
• Excellent judgment and decision-making skills.
• Strong analytical and problem-solving skills.
• Strong client focus.
• Highly motivated and ability to work independently as well as within team.
• Excellent verbal and written communication skills.
• Knowledge of Private Bank products/services.
• Ability to develop & maintain relationships with business partners.
• Commitment to quality and controls.
• Ability to think creatively and recommend/implement process improvements
• Strong organizational and time management skills
• Ability to review, validate and authorize documentation with strong attention to detail.
Education
• B.S. degree or equivalent work experience.