This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform, impacting the client experience
Job Summary
This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform, impacting the client experience.
Responsibilities include applying specialized knowledge related to onboarding to complete monitoring, assessment, analysis, and evaluation of processes and data, partnering with sales teams and internal partners to fulfill client requests.
The role requires strong analytical and interpersonal skills, the ability to manage internal and external relationships, and a high degree of engagement and attention to detail.
Matching Summary
This seasoned professional role is responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform, impacting the client experience.
Salary
Base: $94,000.00 - $141,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages
Skills & Requirements
Must-have
Client onboarding processes
Process assessment and analysis
Internal partner liaison
High degree of engagement
Manage multiple concurrent deadlines
Nice-to-have
Wealth management experience
Financial services roles
Sound ethical judgment
Teamwork and collaboration
Key Requirements
5-8 years of relevant experience
FINRA SIE, Series 7, and Series 66 certifications
Bachelor's/University degree or equivalent experience