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Tier-1 brand, metro location, and an entry-level generalist ops title increases candidate competition.
High, because banking client-reporting and regulatory operations require industry-specific knowledge and compliance experience.
Moderate filters due to required SQL, client reporting and UAT skills despite no strict years or certifications.
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Provide day-to-day operations support including record/documentation maintenance, account maintenance, and account opening in coordination with Operations - Core Team.
Serve as liaison between operations staff, relationship managers, project managers, custodians, and clients to ensure smooth communication and project delivery.
Manage multiple regulatory client deliverables projects, including business analysis, documentation, training facilitation, and project planning/management.
Bachelor’s degree or equivalent experience required.
Proficient in Microsoft Office and working knowledge of SQL environments and database queries.
Previous relevant experience preferred but not explicitly mandated.
Work Experience Required: Not explicitly mentioned in the JD.
Has experience coordinating cross-functional stakeholders including legal, compliance, technology, and business teams in operations.
Capable of managing multiple regulatory or client deliverable projects simultaneously with strong organizational and project management skills.
Experienced in client reporting processes and regulatory business requirements with ability to assess risk and compliance implications.