Private Client Operations Associate

Private Client Operations Associate

Requirements

• You have a minimum of 3 years of experience.
• You demonstrate initiative by identifying issues.
• You can prioritize their individual work and ensures it’s completed in a timely and accurate manner.
• You are flexibility and agility.
• You have intellectual curiosity and analytical skills.
• You can work effectively in a team environment.
• You collaborate, develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You remain calm, composed, and positive during peak seasons or stressful situations.

Responsibilities

• Facilitating Team Vision: Supports the Private Operations Team’s vision by handling various critical tasks, including focus areas in account opening, account maintenance, cash processing, security transfers, record retention, and alternative processing.
• Demonstrating Expertise: Exhibits comprehensive knowledge in the assigned area(s), ensuring a high level of proficiency and accuracy in all tasks.
• Task Ownership: Assumes full responsibility for assigned work, ensuring tasks are completed with precision and punctuality, including but not limited to emails and workflows.
• Independent Production: Manages production work with added complexity autonomously, requiring minimal guidance from seniors, specialists, or managers.
• Continuous Improvement: Actively seeks out and identifies gaps and opportunities for enhancement in resources, processes, and technology.
• Communication: Consistently keeps the manager informed about individual progress, capacity, and potential challenges.
• Time Allocation: Allocates 80% of the time to production in assigned workflow tasks, 10% to managing emails and other inquiries, 5% to training and reviewing materials, and 5% to participating in meetings.

Preferred Qualifications

No preferred qualifications provided.