Client Operations Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Client Operations Analyst in the Account Opening and Account Maintenance team, you will be a key player in promoting change and enhancing customer experience. Your role will involve multi-tasking and prioritizing initiatives as per business needs. You will be responsible for reviewing documentation, verifying client data, assisting in client servicing activities, and managing new client account opening and account maintenance activities. Your enthusiasm, initiative, and confidence will be crucial in completing projects and meeting our team's objectives. Engage with stakeholders to drive change and for better customer experience. Be Agile and Flexible in multi-tasking as per business need. Manage and prioritize initiatives that are requested by stakeholders. Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents. Verify client data. Assist in Client Servicing activities. Research client inquiries and managing follow-up communication. Manage new client account opening and perform account maintenance activities (Client Communication, Suitability, Tax forms processing and KYC Maintenance). Adhoc remediation as part of regulatory and business requirements. Required Qualifications, Skills and Capabilities: - Bachelor's degree or above - 6+ years of professional experience in a similar capacity - Excellent stakeholder engagements skills - Hands-on expertise in PowerPoint and Excel - Strong understanding of the needs and sensitivities of client management.,