Temp | Technical | Business Analyst II | Level 2(USD)Posted: 3 days ago
Assist in processing account related requests to close queries in support of the Mumbai team. Process requests for Designated Manager changes and entitlements. Assist with metrics and weekly reporting for OBI team. Additional administrative functions may also be required depending on the needs of the department which include, but are not limited to assisting with Designated Manager assignment changes, creating and spreadsheets and assisting in the creation of marketing materials.
Serve as the primary contact for Fiduciary and Beneficiary inquiries through constant verbal and written communication with Wealth Management employees; provide general guidance on the FID and BENE systems; review and process fiduciary submissions; perform quality assurance on historic fiduciary submissions and maintain designated manager assignments. May also be called upon to assist in processing account related requests to close queries in support of the Mumbai team.