Inv Perf Analyst II

Inv Perf Analyst II page is loaded## Inv Perf Analyst IIremote type:
In-office locations:
Kansas City MOtime type:
Full time posted on:
Posted Todayjob requisition :
R-8101

Duties & Responsibilities    Type of Role:
Individual contributor, experienced

Area of Responsibility and Purview:
Execute on operational activities to deliver service excellence to Private Wealth Management clients

Role Specific

Job Duties:

• Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities  
• Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices  
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations  
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects  Function Specific

Job Duties:

• Serve as a secondary point of contact for internal clients  
• Responsible for executing on day-to-day transactions for areas of direct responsibility in operations  
• Ensure internal clients have a positive service experience that always exceeds their expectations  
• Build and maintain internal relationships to drive continuous improvement of processes  
• Leverage Private Wealth technologies to process transactions and deliver on responsibilities  
• Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide  
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions  
• Ensure adherence to corporate policy, operational policy, and regulatory guidance  
• Other duties as assigned  Requirements      MINIMUM:  
• Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background  
• 5+ years of applicable experience within Financial Services

PREFERRED:  
• Demonstrated operations experience within a wealth management institution  
• Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types    MINIMUM:  Job

Skills:

• Great communicator with strong interpersonal skills  
• Systems thinking and complex problem solving  
• Attention to detail, yet ability to grasp big picture  
• Highly organized and can effectively multi-task  
• Understanding of financial services operational best practices and a knack for generating “wow” moments for clients  
• Able to balance a client experience mindset when managing and controlling business risks  
• Ability to work independently, collaborating with others to accomplish client objectives  
• Ability to adapt to changing information and business needs  
• Demonstrated ability to learn and communicate complex and detailed information  
• Analytical problem solver with the ability to think creatively  
• General knowledge of new account opening, investments, client onboarding requirements and cash management   
• Organize and prioritize activities to ensure completion within established deadlines  
• Exceptional written communication

Technical

Skills:

• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)  
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape    PREFERRED:  Job

Skills:

• Working knowledge of complex account types  
• Demonstrated experience with a wide range of client situations and inquiries  
• General knowledge of compliance rules and regulations within wealth management

Technical

Skills:

• Proficiency with eMoney client portal and financial planning software  
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion  
• Proficiency in Salesforce CRM software    
• Smart, intellectual, and business savvy  
• Driven to succeed; passionate  
• Trustworthy  
• Consistent high performer  
• Adaptable and able to adjust to many different personalities  
• Surrounded always by other high performers   
• Very hard worker  
• Resourceful; overcome obstacles  
• Effective leader, even without authority  
• Down-to-earth, well-grounded, self-aware, humble  Work Environment    
• Type:
Offi…