Account Management Ops Analyst – Private Bank Onboarding and Maintenance
Core
Supports the creation, onboarding, and maintenance of Private Bank client accounts by reviewing documentation, processing requests, and ensuring accurate account setup.
Role type
Account Management Operations Analyst
Builds
Client accounts and supporting documentation for Private Bank clients
Domain
Banking / Private Banking
Required skills
Data validation, Account onboarding, Documentation review, Client inquiry resolution, Process improvement, Regulatory compliance
Preferred skills
Microsoft Office, High-volume case management, Multi-system navigation, Operational procedures
Technologies
Microsoft Office, Banking systems
Responsibilities
Validate account documentation and complete account openings or updates, Approve documentation and obtain legal review when needed, Resolve complex routine research requests regarding asset and cash transfers, Respond to client inquiries via multiple channels, Execute control reports and quality reviews to identify process improvements, Understand end-to-end process flows and risks
Seniority
Individual Contributor, moderate independence
