Associate Analyst for Cash Management Operations helping financial advisors with client inquiries. Supporting escalated issues and contributing to team training and process improvements.
Responsibilities
Supporting complex cash management related issues, ownership of each inquiry as the main point of contact and providing First Call Resolution, when possible.
Taking ownership of the case that results in follow-up phone calls, processing, and proper documentation.
Supporting and managing escalated issues in a timely manner and acting as the point of contact for case resolution.
Facilitating the proper handling of client complaints per regulatory requirements by communicating to and collaborating with FINOP, Compliance, Legal, and Risk teams when necessary.
Maintaining and actively participating in the team training program and new hire onboarding experience.
Maintaining a positive and supportive workplace environment by taking initiative and assisting individual team members when appropriate.
Delivering regular positive feedback and coaching opportunities to support the team’s development.
Keeping apprised of and promoting new processes and controls, actively leading in daily huddles, and participating in monthly department meetings.
Providing feedback and process improvements to drive the business forward.
Implementing and maintaining a team-specific error tracking process to ensure proper coaching and training take place at the senior operations and associate service consultant level.
Reporting and presenting trends and process improvement recommendations to senior leaders at the team and enterprise level.
Assisting with and/or supporting ad hoc projects, presentations, monitoring, associate engagement and reporting as needed.
Requirements
2+ years professional experience in financial services
2+ years business analysis (or similar) and/or process improvement experience
Strong understanding of or experience with move money transactions and related regulatory requirements
Skilled in client service and dedicated to providing a high-quality client experience
Excellent collaboration, verbal/written communication and organizational skills
Ability to prioritize and multi-task in a fast-paced environment
Change Agent, able to define the future state and assist with implementing change as necessary
Strong execution ability and a sense of urgency
Creative, flexible and an experienced practitioner
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