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GWIM Sr Operations Analyst

Pennington, New Jersey

Job Description:

The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS).

The Payment Operations Analyst is part of the Employee Benefit Trust (EBT) Disbursements team supporting the Retirement and Personal Wealth Solutions (RPWS) Employee Benefit Trust product. This role is responsible for creation of client reporting, payment production and reconciliation for retirement clients. The functions within this role typically have exposure, regulatory risk and client impact.

The analyst will be responsible for ensuring daily processing tasks are completed timely and accurately and providing support to front office personnel and clients to resolve day to day issues. The analyst will also be contributing to the development and implementation of procedures to enhance productivity, efficiency and ensure risk controls are adhered to. This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and partners.

Detailed processing responsibilities include:

  • Conversion payment data
  • Execution and maintenance of client indicative payment files
  • Reconciliation of bank accounts including payment and tax withholding
  • Tax form production/corrections
  • Maintenance of ACH and check payments and escheatment processing

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS).

The Payment Operations Analyst is part of the Employee Benefit Trust (EBT) Disbursements team supporting the Retirement and Personal Wealth Solutions (RPWS) Employee Benefit Trust product. This role is responsible for creation of client reporting, payment production and reconciliation for retirement clients. The functions within this role typically have exposure, regulatory risk and client impact.

The analyst will be responsible for ensuring daily processing tasks are completed timely and accurately and providing support to front office personnel and clients to resolve day to day issues. The analyst will also be contributing to the development and implementation of procedures to enhance productivity, efficiency and ensure risk controls are adhered to. This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and partners.

Detailed processing responsibilities include:

  • Conversion payment data
  • Execution and maintenance of client indicative payment files
  • Reconciliation of bank accounts including payment and tax withholding
  • Tax form production/corrections
  • Maintenance of ACH and check payments and escheatment processing

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21071026

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0

Street Address

Primary Location:
1400 AMERICAN BLVD, NJ, Pennington, 08534