Technology Operations Analyst providing mainframe and distributed batch - related incident support at Wells Fargo. Evaluating technology operations challenges and ensuring business services restoration.
About the role
- Associate Analyst in Performance and Data Reconciliation handling client inquiries and escalations in financial services. Collaborating with teams to enhance client experiences and processes.
Responsibilities
- Develop an in-depth understanding of Client Reporting Applications and software to become a Subject Matter Expert (SME).
- Respond promptly and accurately to client inquiries, offering effective solutions and resolutions
- Take ownership of advanced Client Reporting escalations, serving as a dedicated liaison for escalated cases
- Proactively seek opportunities to enhance the client experience through continuous improvement initiatives
- Collaborate with team members to provide support on 3rd Party Reporting, PDR Level II Processes, Team Projects, and/or Client Reporting Mailbox duties
- Strive to maintain a high level of professionalism and empathy while interacting with clients to build positive relationships.
- Continuously update knowledge of industry trends and best practices to offer cutting-edge solutions.
- Maintain a queue SLA of 80% or more
- Direct all inquiries through the proper channels to ensure proper processing and escalating inquiries when needed
- Identify trends and suggest operational improvements to the PDR team
- Actively participate in customer service, technology and continuous learning trainings
- Collaborate with internal business partners to assist in resolving escalations
- Adapting and adopting to process changes and the updates related to client-facing software functionality
- Engage in Team Huddles and become a well-rounded individual that contributes to a positive team dynamic and culture
Requirements
- 1+ year in financial services with client facing or operations experience
- Excellent verbal and written communication skills
- Strong time management and organizational skills
- Strong attention to detail with a proactive approach to solving and preventing problems
- Ability to present complex information in a clear and concise way; strong analytical skills
- Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk
- Ability to perform under pressure and adapt to changes
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Lending Operations Senior Manager at Wells Fargo leading high - risk functions. Managing Loan Servicing teams and driving process improvements and risk mitigation strategies.
Political Operations Senior Specialist supporting budgeting, compliance, and operational processes in External Affairs. Collaborating with teams for political operations at Planned Parenthood.
Associate Manager providing operational support for financial services at PGIM. Focused on deal execution in Special Situations and Mortgaged Backed Securities with team collaboration and compliance.
Senior Manager overseeing outsourced suppliers in Payments Operations for LBG. Responsible for high - quality service delivery and effective governance across teams.
Director of IT Operations ensuring reliability, security, and operational maturity of technology services. Leading Service Desk, Systems Administration, and Systems Engineering with a focus on accountability and metrics.
Operations Team Member at Gateway Services providing compassionate aftercare for pets. Responsible for daily operations, quality control, and maintaining a safe work environment.
Operations Team Member responsible for daily duties including cremation, packaging memorial items, and equipment maintenance at pet aftercare provider. Collaborating with a close - knit care center team.
Junior Treasury Operations Analyst managing cash account reconciliations and supporting institutional partnerships. Assistance with FX payments and development of automation scripts in Python/SQL.
Operations Coordinator overseeing vendor network for a health fund, ensuring compliance and operational excellence. Collaborating with vendors and internal teams to enhance the member experience and maintain service quality.