Account Maintenance Analyst

5 - 9 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

If you possess the ability to prioritize effectively and multi-task in a fast-paced, team-based environment and have a passion for working in an account opening/maintenance domain for private banking clients, then you are the perfect fit for our team. As an Account Maintenance Analyst within the account opening/maintenance team, your primary responsibility will be to process opening and maintenance requests for various types of accounts including Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests to support their daily business operations. Additionally, you will collaborate with various departments within the firm such as Front Office, Finance, Tax, Legal, and other operations teams. Your key responsibilities will include: - Processing and validating account opening and various types of maintenance requests for private banking clients. - Ensuring timely completion of all requests to avoid any SLA misses. - Developing subject matter experts within the team. - Driving projects and initiatives to enhance team performance. - Liaising with onshore partners and investor groups to resolve exceptions and queries promptly. - Responding accurately and promptly to requests and inquiries from the Front Office and Client Service group. - Contributing to other processes during low volume periods. Required qualifications, capabilities, and skills: - Bachelor's Degree in Business Administration or Finance, or equivalent work experience of minimum 5 years. - Strong ability to prioritize effectively and multi-task in a team-based environment. - Excellent analytical and problem-solving skills. - Detail and control-oriented mindset. - Exceptional time management and organizational skills. - Ability to establish strong partnerships with key stakeholders, management, and colleagues. - Clear articulation of procedural concepts to diverse audiences.,

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