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GWIM Sr Operations Analyst

Pennington, New Jersey

Job Description:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing.

This role will support the Institutional & Personal Retirement Operations (IPRO) department within Wealth Management (WM) Operations.  This role will report directly to the Manager of the IPRO department and work closely with Customer Service Managers (CSM), Plan Sponsors (PS), and management to support 401K inbound payroll processing functions.

Key Responsibilities:

  • Handle e-mails pertaining to Date of Death, Capital Change, Cost Basis, and Back Up withholding
  • Receive and process incoming 401K payrolls to include contribution and loan repayments
  • Correct incoming files to account for plan rejects
  • Work directly with the existing Plan Sponsors, CSM, and related supporting areas
  • Monitor assigned plans as a schedule

Minimum Required Skills:

  • Exceptional customer service skills
  • Highly organized with strong attention to detail and accuracy
  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Able to multi-task and handle multiple projects in a short time
  • Strong analytical and problem-solving skills
  • Effective Excel and Word skills
  • Overtime may be needed based on business needs

Desired Skills:

  • Advanced Excel and Microsoft Word skills
  • Ability to prioritize and meets established deadlines
  • Bachelor’s degree or 3+ years of experience in Financial Services is preferred

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8AM - 5PM

Referral Bonus Amount:

0

Job Description:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing.

This role will support the Institutional & Personal Retirement Operations (IPRO) department within Wealth Management (WM) Operations.  This role will report directly to the Manager of the IPRO department and work closely with Customer Service Managers (CSM), Plan Sponsors (PS), and management to support 401K inbound payroll processing functions.

Key Responsibilities:

  • Handle e-mails pertaining to Date of Death, Capital Change, Cost Basis, and Back Up withholding
  • Receive and process incoming 401K payrolls to include contribution and loan repayments
  • Correct incoming files to account for plan rejects
  • Work directly with the existing Plan Sponsors, CSM, and related supporting areas
  • Monitor assigned plans as a schedule

Minimum Required Skills:

  • Exceptional customer service skills
  • Highly organized with strong attention to detail and accuracy
  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Able to multi-task and handle multiple projects in a short time
  • Strong analytical and problem-solving skills
  • Effective Excel and Word skills
  • Overtime may be needed based on business needs

Desired Skills:

  • Advanced Excel and Microsoft Word skills
  • Ability to prioritize and meets established deadlines
  • Bachelor’s degree or 3+ years of experience in Financial Services is preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22079047

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Chavon Morrison [C]

Referral Bonus:

0

Street Address

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