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. The GWIM Senior Operations Analyst – Private Banking Billing performs Private Bank Client Billing for accounts enrolled in a managed product. Oversight of Life Insurance Trust fees, estate fees and custody fees. Partners with Trust Officers to ensure timely and accurate fees and billing for client accounts. 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.
Minimum Required Skills:
1st shift (United States of America)
Hours Per Week:
Monday – Friday 8:00AM – 5:00PM
Referral Bonus Amount: