Account Maintenance Analyst

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

If you have an 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, you have found the right team. As an Account Maintenance Analyst within the account opening/maintenance team, you will be responsible for processing opening and maintenance requests across various applications that support Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests to facilitate their daily business operations. Additionally, you will collaborate within a team environment, providing support to various departments within the firm, including 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. Create subject matter experts in the team. Drive projects & initiatives for the team. Liaison with onshore partners and investor groups for timely resolution of exceptions/queries. Respond promptly and accurately to requests & inquiries from the Front Office & Client Service group. Contribute towards other processes during the cyclical phase of low volumes. Required qualifications, capabilities, and skills Bachelors Degree in Business Administration or Finance or equivalent work experience of a minimum of 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.,

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Financial Services

New York

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