GWIM Quality Analyst - Client Account Operations
Jacksonville, Florida;Pennington, New Jersey; Tampa, Florida
**Job Description:**
Job Description:
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support,clearance/settlement,documentation/confirmations,customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services, and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.
Client Account Operations (CAO) and Client Identification and Monitoring (CIM) Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles and AML Alerts for multiple Front-Line Units (FLUs). CAO consists primarily of document review in support of account opening and maintenance, but also a wide variety of other processes and operations. Service is primarily provided through a systematic workflow portal. The department is organized in teams based on process knowledge across three domestic support sites and an offshore location.
Quality assurance team members are responsible for overseeing all aspects of the line of business QA program. This includes developing policies and procedures, and completing quality monitoring performance and ensuring compliance with enterprise standards.
Additional responsibilities will includeinvolves conducting,planning, scheduling, coordinating, and reviewing processes and reporting results, and providing guidance and assistance to the Line of Business.
Minimum Required Skills:
+ 2+ years experience within Client Account Operations or similar role
+ Financial Industry and Line of Business specific technical knowledge
+ Highly organized with strong attention to detail and accuracy
+ Overtime may be required to support business needs
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, work environment
+ Strong organizational skills / structured
+ Quick learner
+ Ability to build strong partnerships / Partner across organizations
+ Ability to meet aggressive timeframes/due dates and juggle multiple projects/initiatives
**Job Band:**
H6
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
Monday - Friday 8:00am-5:00pm
**Referral Bonus Amount:**
0
**Job Description:**
Job Description:
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support,clearance/settlement,documentation/confirmations,customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services, and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.
Client Account Operations (CAO) and Client Identification and Monitoring (CIM) Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles and AML Alerts for multiple Front-Line Units (FLUs). CAO consists primarily of document review in support of account opening and maintenance, but also a wide variety of other processes and operations. Service is primarily provided through a systematic workflow portal. The department is organized in teams based on process knowledge across three domestic support sites and an offshore location.
Quality assurance team members are responsible for overseeing all aspects of the line of business QA program. This includes developing policies and procedures, and completing quality monitoring performance and ensuring compliance with enterprise standards.
Additional responsibilities will includeinvolves conducting,planning, scheduling, coordinating, and reviewing processes and reporting results, and providing guidance and assistance to the Line of Business.
Minimum Required Skills:
+ 2+ years experience within Client Account Operations or similar role
+ Financial Industry and Line of Business specific technical knowledge
+ Highly organized with strong attention to detail and accuracy
+ Overtime may be required to support business needs
+ Strong oral and written communication skills
+ Able to work in a team oriented, fast paced, work environment
+ Strong organizational skills / structured
+ Quick learner
+ Ability to build strong partnerships / Partner across organizations
+ Ability to meet aggressive timeframes/due dates and juggle multiple projects/initiatives
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22077739
Band: H6
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Jessica Horn [C]
Referral Bonus:
0
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