Client Services_Cash Processing_Operations Analyst

Client Services_Cash Processing_Operations Analyst

Job Summary:

Client Service Support Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products. 

 Job Responsibilities:

• Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
• Investigating and resolving generic and complex issues
• Building knowledge of Private Bank products and services.
• Must be able to efficiently utilize technology to capture and fulfil client’s requests in appropriate systems.
• Orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
• Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
• Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
• Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners

Required Qualifications, Skills and Capabilities:

• College degree or equivalent relationship or client service experience  
• 2 years of experience
• Experience with a wide array of financial products. Core Cash Operations experience is a must.   
• Excellent communication skills both oral and written
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) 
• Expert knowledge with Microsoft Outlook email, scheduling and task manager 
• General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases