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 Job Detail

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Accounting and Finance - Analyst  


The Client Information Maintenance Specialist is responsible for maintaining all account level information for the Private Bank on approximately 30+ internal systems. It requires a high degree of discipline and a strong attention to detail. Daily functions include interaction with Client Service in the receipt of account maintenance requests and interaction with SDI Sales Assistants in the daily processing of client's updates to brokerage accounts. The Client Information Maintenance Specialist works closely with the Client Service Specialists to process address and title changes to ensure that the data integrity of the client account information is to the highest possible standard. The Client Information Maintenance Specialist also serves as the liaison for issue resolution and research relating to client account information queries.

Core Responsibilities:

  • Perform account maintenance functions for Private Banking clients utilizing banking, Fiduciary, Brokerage and IM capabilities
  • Perform Investigations of complex issues
  • Respond to all queries regarding procedures for account maintenance, system limitations, and capabilities
  • Assist with projects
  • Perform quality assurance activities to ensure accuracy and consistency of data and information being processed by team
Potential Responsibilities:
  • Managing workflow for the team
  • Assist with procedure development
  • Assisting other CI Teams
Required Experience/Skills:
  • Associate's Degree in Business or related field
  • Account maintenance
  • Great team work skills
  • Analytical/problem solving skills
  • 1 year of securities experience
  • Strong verbal and written skills
  • Ability to multi-task and adapt to rapidly changing work environment
  • MS Excel/Word skills
Preferred Experience/Skills:
  • A strong understanding of Private Banking products and services is helpful
  • OMNI experience
  • A Bachelor's degree in Business or related field
LocationNewark, DE
CountryUnited States of America
Employment AgencyKforce Professional Staffing, Inc.
ContactKforce Professional Staffing, Inc.
Posted Date05/24/2011 16:43:34
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