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Job Description: This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.
Responsibilities:
Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Skills:
Attention to Detail
Client and Business Focus
Excellent Oral Communication
Problem Solving
Recording/Organizing Information
Excellent Written Communication
Account Management
Analytical and Critical Thinking
Prioritization
Collaboration
Research
Result Orientation
Financial Accounting
Line of Business Job Description:
Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
Within WMO, the Banking & Personal Retirement Operations teams execute manual operational processes and monitor automated processes to accurately move assets in and out of high net worth accounts such as the deposit and disbursement of funds from wire transfers, checks, and ACH while performing completeness, accuracy and risk assessments of transactions. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.
After a client submits a request to set up the Bill Pay service, through internal business partners, the Private Bank Bill Pay team enters the payment accurately and timely into the system. Additionally, this team ensures the information in the request remains accurate in the system until it can be fulfilled and corrects any related errors or issues after the transaction is complete. These transaction management activities are performed when a request is received in a queue, shown in a report or when an internal partner notifies the team.
Required Skills:
1+ years workflow management related experience
PC skills (Excel a plus)
Ability to make sound decisions, solve problems and exhibit a continuous improvement orientation
Excellent analytical and critical thinking skills
Strong interpersonal skills and extremely resourceful
Strong verbal and written communication skills
Proven ability to complete projects according to outlined scope and timeline
Ability to efficiently multi-task with excellent time management
Desired Skills:
Adaptability
Attention to Detail
Business Operations Management
Client and Business Focus
Policies, Procedures, and Guidelines Management
Collaboration
Issue Management
Organizational Effectiveness
Prioritization
Problem Solving
Confronting Bias
Self Starter
This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.