Account Management Ops Analyst – Private Bank Onboarding and Maintenance

Job Description:

This role supports the creation, onboarding and maintenance of accounts, providing quality service and operational support for internal partners and external clients. It includes training less experienced team members, operating with moderate independence, and handling moderately complex issues and escalations.

• Perform onboarding and maintenance of accounts and review required documentation to validate items and complete updates.
• Approve or complete required account documentation, obtaining legal review or approved exceptions when needed.
• Conduct moderate research, follow-up, and resolve more complex routine research requests, monitoring asset and cash transfers and completing final reviews.
• Respond to moderately complex client inquiries across multiple channels to support operational efficiency and quality client service, providing status updates and confirming completion of requests.
• Identify risk and opportunities for process improvement, executing control reports, storing required evidence, and performing quality reviews to correct defects.
• Understand end-to-end process flow, including controls, risks, and upstream/downstream impacts.

• Ability to find and resolve data inconsistencies in highly detailed documents and systems.
• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• Ability to be flexible within the hours of 8:00 AM – 6:00 PM Monday through Friday.

• Experience using Microsoft Office applications.
• Ability to manage large caseloads and execute within short deadlines.
• Ability to use multiple systems and applications to complete tasks accurately and efficiently.
• Ability to apply established procedures to daily processing.
• Experience, studies, or knowledge in operations, banking, account management and/or customer service.
• Ability to apply knowledge to improve processes.

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation
• Numerical Reasoning
• Adaptability

1st shift (United States of America)

40

US - NJ
- Pennington - 1400 American Blvd
- Hopewell Bldg 4 (NJ2140)

Pay range: $25.00 – $34.33 hourly, based on experience, education and skill set.

This role is benefits eligible. Benefits include industry‑leading offerings, paid time off, and resources to support physical, emotional, and financial well‑being.

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