Private Banking Operations Specialist job Chicago Illinois
Private Banking Operations Specialist job Chicago Illinois
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Private Banking Operations Specialist Job


Employer Name: BankingandFinanceCrossing SpiderID: 2444514
Location: Chicago, Illinois Date Posted: 8/21/2008
Wage: Category: Banking/Mortgage
Job Code: 7607529

Job Description:


As such, we employ people from more than 100 countries. Firm employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance. Position Description: Private Banking Operations Specialist Work in conjunction with Operations Manager to communicate and achieve organizational and divisional goals. Oversee operational staff and ensure adherence to regulatory and CS policies. Key Responsibilities: Management and supervision of Operations staff Training staff on new processes and procedures Approval processing Liaise with Pershing departments to facilitate change, identify problem areas and improve process Review and approve journals, checks, securities Responsible for Syndicate coordination for respective PB Branch office Troubleshooting and problem resolution for Sales Assistants/Associates in regards to transaction issues (Pershing) Field internal inquiries accordingly, i.e. Pershing Accounts Management of operations for Credit Suisse Asset Management as required Special Projects as assigned. I.E. uncovered options maintenance; employee migration project; compliance reviews Manages all Order Room Staff for the respective PB branch office, including but not limited to Operations Analysts, Admin

For more information, please click here to visit us at BankingandFinanceCrossing

For further information, please visit us online at http://www.bankingandfinancecrossing.com

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Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:


Contact Information:
Contact Name: - Company Type: Employer
Company: BankingandFinanceCrossing
City: Pasadena
State: California
Zip:
Web Site: http://www.bankingandfinancecrossing.com

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