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Ops Analyst MKTS - Asset Services - GBAM Ops - Jacksonville, FL

Jacksonville, Florida

Job Description:

Responsible for monitoring the group email inboxes for Dividend reinvestment adjustment request from the GWIM FA's and REPS. Responsible for processing adjustments within the Dividend systems as well as FS2 systems. Responsible for calculating and submitting instructions to the custodian for Reinvest eligible securities and clients. Responsible for reconciling breaks and submitting required market actions. Must have the agility to navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible. Attention to detail and ability to multitask and work well with others and under pressure to produce results for our clients and front office partners is critical.

Enterprise Role Overview:

Follows established written procedures and guidelines, provides standard reporting and analytical support. Uses established techniques, analyzes and resolves a wide variety of moderately complex operations problems and initiatives including transactions that require special handling and/or exception handling. Employees in this role typically have a college degree (Associates or higher) or comparable work experience. Required skills include: basic Excel knowledge, detail orientation, ability to manage multiple priorities and multi task, excellent time management and prioritization skills, 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 for this role include: expert Excel knowledge, Business, Finance, Accounting, Economics, or similar major preferred and 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)

  • Excellent verbal and written communications skills
  • Ability to work under pressure in a team environment
  • Self-motivated.  Candidate will be able to manage own time and know when to escalate
  • Basic Excel knowledge
  • Detail orientation
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills, 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 for this role include:

  • Previous experience in corporate actions / proxy or operations environment
  • Expert Excel knowledge
  • Business, Finance, Accounting, Economics, or similar major preferred
  • Basic understanding of and/or experience in financial service industry

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:

Responsible for monitoring the group email inboxes for Dividend reinvestment adjustment request from the GWIM FA's and REPS. Responsible for processing adjustments within the Dividend systems as well as FS2 systems. Responsible for calculating and submitting instructions to the custodian for Reinvest eligible securities and clients. Responsible for reconciling breaks and submitting required market actions. Must have the agility to navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible. Attention to detail and ability to multitask and work well with others and under pressure to produce results for our clients and front office partners is critical.

Enterprise Role Overview:

Follows established written procedures and guidelines, provides standard reporting and analytical support. Uses established techniques, analyzes and resolves a wide variety of moderately complex operations problems and initiatives including transactions that require special handling and/or exception handling. Employees in this role typically have a college degree (Associates or higher) or comparable work experience. Required skills include: basic Excel knowledge, detail orientation, ability to manage multiple priorities and multi task, excellent time management and prioritization skills, 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 for this role include: expert Excel knowledge, Business, Finance, Accounting, Economics, or similar major preferred and 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)

  • Excellent verbal and written communications skills
  • Ability to work under pressure in a team environment
  • Self-motivated.  Candidate will be able to manage own time and know when to escalate
  • Basic Excel knowledge
  • Detail orientation
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills, 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 for this role include:

  • Previous experience in corporate actions / proxy or operations environment
  • Expert Excel knowledge
  • Business, Finance, Accounting, Economics, or similar major preferred
  • Basic understanding of and/or experience in financial service industry

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-21059772

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