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Ops Sr Analyst MKTS - GBAM Shared Operations Client Document Outreach

Jacksonville, Florida

Job Description:

LOB Specific Description:

  • Perform the Global Markets client outreach for regulatory and remediation documentation requests inclusive of monitoring, tracking and providing metrics on the outreach progress to date.
  • Partner with Regulatory Deployment, Sales/Trading desks, client service teams to organize the outreach details including email templates/communications to clients and the client contact information.
  • Must have the ability to navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible.
  • Daily monitoring and tracking of the outreach emails and subsequent follow up/outreach to clients that are unresponsive or currently out of office.
  • Provide metrics reporting/status updates on a weekly basis to Senior Ops Mgt.

Enterprise Role Overview:

Follows established written procedures and guidelines, provides technical and analytical support in a global markets operations support function for one or more operations product areas. Uses established techniques to analyze and resolve complex operations support problems/initiatives requiring exception handling and/or coordination of multiple operational and/or product/services specialists to resolve. May assist in managing projects and/or introduction of new initiatives, systems, products and services and processes coordination across multiple operations functions. Employees will have college degree (Associates or higher) or comparable work experience. Required skills include: expert Excel knowledge, detail orientation, ability to manage multiple priorities and multi task, excellent time management and prioritization skills, with ability to meet tight deadlines, ability and willingness to continuously learn on the job, ability to problem-solve and take ownership of process improvements, ability to work in a team environment, excellent verbal and written communication skills with ability to communicate with various stakeholders. Desired skills include: Business, Finance, Accounting, Economics, or similar major preferred and a basic understanding of and/or experience in financial service industry. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Must be proficient in Excel (pivot tables & V-lookups)
  • Excellent communication skills
  • Attention to detail
  • Ability to multitask & work well under pressure to produce results for our clients and front office partners.
  • Strong PC and Microsoft skills

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

LOB Specific Description:

  • Perform the Global Markets client outreach for regulatory and remediation documentation requests inclusive of monitoring, tracking and providing metrics on the outreach progress to date.
  • Partner with Regulatory Deployment, Sales/Trading desks, client service teams to organize the outreach details including email templates/communications to clients and the client contact information.
  • Must have the ability to navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible.
  • Daily monitoring and tracking of the outreach emails and subsequent follow up/outreach to clients that are unresponsive or currently out of office.
  • Provide metrics reporting/status updates on a weekly basis to Senior Ops Mgt.

Enterprise Role Overview:

Follows established written procedures and guidelines, provides technical and analytical support in a global markets operations support function for one or more operations product areas. Uses established techniques to analyze and resolve complex operations support problems/initiatives requiring exception handling and/or coordination of multiple operational and/or product/services specialists to resolve. May assist in managing projects and/or introduction of new initiatives, systems, products and services and processes coordination across multiple operations functions. Employees will have college degree (Associates or higher) or comparable work experience. Required skills include: expert Excel knowledge, detail orientation, ability to manage multiple priorities and multi task, excellent time management and prioritization skills, with ability to meet tight deadlines, ability and willingness to continuously learn on the job, ability to problem-solve and take ownership of process improvements, ability to work in a team environment, excellent verbal and written communication skills with ability to communicate with various stakeholders. Desired skills include: Business, Finance, Accounting, Economics, or similar major preferred and a basic understanding of and/or experience in financial service industry. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Must be proficient in Excel (pivot tables & V-lookups)
  • Excellent communication skills
  • Attention to detail
  • Ability to multitask & work well under pressure to produce results for our clients and front office partners.
  • Strong PC and Microsoft skills

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21040066

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Viviana Renshaw

Referral Bonus:

0

Street Address

Primary Location:
4804 DEER LAKE DR E, FL, Jacksonville, 32246