Branch Service Analyst - Private Banking Business

This newly created function, the Branch Service Desk, is part of our effort to provide more effective and efficient support to the Private Banking Business. These dedicated Branch Service Specialists will serve as centralized service teams at branch level delivering internal solutions to our Relationship Managers Relationship Associates.

Primary Responsibilities:

- To provide fundamental support in certain phases of client service, client relationship building, and account maintenance to the Private Banking North Americas Sales force.

- Responsible for Account Opening Documentation:

- Prepare & print materials including client agreements/new account forms.

- Process materials upon return. This includes obtaining internal signatures then scan and upload documents where appropriate.

- Serve as interface with internal control group liaising with Relationship Associates as needed.

- Process all Asset Movements. Pillars to this process include completing, printing, scanning and uploading documentation. Five main types of instruments used are:

- Journals (IRA & Pledged Account Journals, Managed Account Requests)

- Wires (Wire, IRA Wire & Pledged Account Wires),

- Checks (IRA Check Request, Pledged Account Check, Managed Account Request),

- ACH (Requests, IRA Requests),

- DTC (Managed Account, Pledged Account).

- Closely partner with Mumbai-based Branch Service Desk colleagues to provide seamless support to the branch. This includes:

- Effectively transferring information within the team across locations.

- Working in unison across geographies to complete tasks.

- Providing regular updates to Relationship Associates and Relationship Managers, when appropriate.