Senior Operations Analyst
Core
Maintain client data accuracy, process documentation, and support operational efficiency in a private wealth management environment. (via careerplan.io/jobs/9ff28a38-b021-4cb0-a34a-ad5e4427b57d-senior-operations-analyst-at-lgt-bank)
Role type
Senior Operations Analyst
Builds
Client data integrity and streamlined operational processes for Australian private wealth clients
Domain
Financial Services / Private Wealth
Deliverable
dashboards & analysis
Required skills
Data management, documentation review, process improvement, reporting, client data systems proficiency, regulatory compliance
Preferred skills
Financial services experience, commercial education, mentorship
Technologies
CRM systems, core banking systems, office applications
Responsibilities
Maintain and update client information within core banking or internal systems, Respond to internal and external client queries relating to products or account details, Verify and process documentation for client onboarding and maintenance, Support initiatives to optimise data management and customer service processes, Assist in the preparation of regular reports relating to client data or service performance
Seniority
Senior, hands-on IC with strategic impact
