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Tier-1 brand, generalist operations title, and metro location increase candidate competition.
Banking operations and regulatory knowledge limit transferability, though SQL and reporting skills remain transferable.
No explicit years required but regulatory banking environment and preferred SQL create moderate filters.
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Provide day-to-day operations support including record maintenance, account management, and coordination with core operations team.
Serve as liaison among operations staff, relationship managers, project managers, custodians, and clients to facilitate communication and workflow.
Manage and document client report processes, regulatory business requirements, project plans, and user acceptance testing to ensure regulatory deliverables and client expectations are met.
Bachelor’s degree or equivalent experience.
Proficient in Microsoft Office tools.
Working knowledge of SQL and database queries.
Work Experience Required: Previous relevant experience preferred but not explicitly stated as mandatory.
Experience in client reporting and regulatory compliance within financial services or similar industry.
Ability to manage multiple projects simultaneously with a focus on delivery of client and regulatory requirements.
Strong organizational, problem-solving, and communication skills to coordinate across teams and stakeholders effectively.