You are viewing a preview of this job. Log in or register to view more details about this job.

Wealth Management Operations Analyst

Position: Wealth Management Operations Analyst
Location: South Jordan, Utah
Pay rate: $21.34/hr. On W2(No benefits)
Contract: 12 Months

Description:
-Respond to and coordinate with clients/business areas in regarding returned mail inquiries
-Respond to internal and external inquiries and ensure maintenance of SLAs
-Work with clients or internal stakeholders as information is required or requested
-Support the reconciling of unclaimed assets as needed
-Work on assigned projects on an as-needed basis to support Escheatment Operations
-Identify and escalate potential process anomalies to management in a timely manner

Qualifications:
-Demonstrated experience identifying and addressing client needs: actively participating in discussions and meetings
-Support a positive environment by balancing workloads while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping management informed of progress and issues.
-Ability to effectively present information and respond to questions from business areas, managers and clients.
-Strong interpersonal and communication skills with the ability to establish excellent working relationships with internal business areas and clients.
-Project management capabilities.
-Strong critical thinking, organizational, and problem-solving skills.
-Considerable technical skills, large data management processing, and MS Excel experience.