: SS&CO Private Bank Settlement Support - Transaction Mgmt. Operations Analyst

Job Description: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an impact in the communities we serve. reputed company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an impact. Join us! Job Description: This job is responsible for moderately reputed company transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry reputed company to high levels of monetary risk and assisting in training less reputed company team members. Responsibilities:

• Performs moderately reputed company transaction processing and reconciliation with reputed company to large monetary impact according to the established written guidelines and procedures
• Responds to moderately reputed company client inquiries reputed company numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately reputed company transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

Line of Business Job Description: The Securities Settlement and Custody Operations group plays a significant role reputed company Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and reputed company Mutual Fund & Alternative Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding elections, and principal and interest payments associated with income events. The candidate will be responsible for moderately reputed company activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include transaction processing, analyzing event details and requirements, and communicating effectively with peers, management, and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients. Responsibilities include:

• Performs moderately reputed company transaction processing and reconciliation with reputed company to large monetary impact according to the established written guidelines and procedures including escalation reputed company necessary
• Responds to moderately reputed company client inquiries reputed company numerous channels to support operational efficiency and quality client service
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Required Skills:

• Proficiency in reputed company reputed company
• Ability to pick up new concepts and routines quickly
• Ability to learn how to research more reputed company issues and reputed company connections to processes across the department
• Excellent written and verbal communication skills
• Strong work ethic and ability to quickly process large amounts of data
• Previous experience in financial services, especially reputed company operations
• Basic understanding of investment income ​

Desired Skills:

• Proactive approach to responsibilities
• Organized with effective time management
• Can analyze and process incoming payments with high accuracy
• Comfortable balancing and reconciling large amounts of income​

Shift: 1st shift (United States of America) Hours Per Week: 40 Apply tot his job Apply To this Job