Spectraforce Technologies
CWAnalyst(AWM - Operations - Private Banking)
Spectraforce Technologies, Salt Lake City, Utah, United States, 84193
Job title: CW Analyst (AWM - Operations - Private Banking)
Location: Salt Lake City, UT, 84111
Duration: 6 months
YOUR IMPACT Are you looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Wealth Management (PWM) Private Banking Operations team is seeking a professional who can collaborate with the PWM business, legal, compliance, vendors, and other operations teams to perform critical control functions in a rapidly growing business while delivering an excellent client experience.
OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
The Private Banking Operations team is a high-paced risk management and client service team. The team is responsible for inside and outside the firm banking inquires, daily vendor settlements, balance and break reconciliations, account enrollment, vendor management, and fraud monitoring for all banking products (i.e. debit cards, checking, ACH, Bill Pay, etc.) in support of the PWM client account base.
Essential Duties and Responsibilities
Gain a comprehensive understanding of the Private Banking organization by developing a deeper understanding of banking products and growing your network across operations, technology, compliance, legal, and the business
Refine your client service skills by partnering with PWM PWAs and WMPS to assist clients in account enrollment, product inquires, and ongoing service of banking products
Become involved with innovative fraud strategy development to protect client and firm assets from the ever growing fraud landscape
Showcase strong control and risk management skills by ensuring we stay in compliance with industry regulations and firm policies
Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
BASIC QUALIFICATIONS
Bachelor's degree, with prior experience working in financial services as a plus
Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
Ability to develop and nurture relationships with senior business leaders within a cross divisional team
Self‑motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Education Bachelor's degree, with prior experience working in financial services as a plus
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Location: Salt Lake City, UT, 84111
Duration: 6 months
YOUR IMPACT Are you looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Wealth Management (PWM) Private Banking Operations team is seeking a professional who can collaborate with the PWM business, legal, compliance, vendors, and other operations teams to perform critical control functions in a rapidly growing business while delivering an excellent client experience.
OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
The Private Banking Operations team is a high-paced risk management and client service team. The team is responsible for inside and outside the firm banking inquires, daily vendor settlements, balance and break reconciliations, account enrollment, vendor management, and fraud monitoring for all banking products (i.e. debit cards, checking, ACH, Bill Pay, etc.) in support of the PWM client account base.
Essential Duties and Responsibilities
Gain a comprehensive understanding of the Private Banking organization by developing a deeper understanding of banking products and growing your network across operations, technology, compliance, legal, and the business
Refine your client service skills by partnering with PWM PWAs and WMPS to assist clients in account enrollment, product inquires, and ongoing service of banking products
Become involved with innovative fraud strategy development to protect client and firm assets from the ever growing fraud landscape
Showcase strong control and risk management skills by ensuring we stay in compliance with industry regulations and firm policies
Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
BASIC QUALIFICATIONS
Bachelor's degree, with prior experience working in financial services as a plus
Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
Ability to develop and nurture relationships with senior business leaders within a cross divisional team
Self‑motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Education Bachelor's degree, with prior experience working in financial services as a plus
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