This job is responsible for moderately complex 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 medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
Skills:
Line of Business Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of clients and internal accounts and ledgers. Key responsibilities include review and execution of requests received through various systems in support of Money Movement and Settlement processing and Bill Pay Maintenance and Setup. Providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling of operational processes which may carry medium to high levels of monetary risks. Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking & Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions.
The Move Money & Settlement Team supports Merrill and Private Bank through multiple functions under Cashiering, Settlement, Fulfillment, and Exceptions processing. A successful Transaction Management Operations Analyst on this team:
Required Skills:
משרות נוספות שיכולות לעניין אותך