Transaction Management Ops Analyst - BPRO Financial Transaction Review

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• →Process branch-initiated requests related to retail and retirement distribution and disbursement transactions for the WM Advisory client base.
• →Performs a risk-based review of account documentation and/or activity to ensure transaction requests are in line with established guidelines, regulatory requirements and operational procedures 
• →Research and resolve moderately complex transaction requests by engaging support partners to ensure operational efficiency and quality client service
• →Review and approve complex transaction requests involving legal and special distributions as it relates to Non-Residential Aliens and US Clients living abroad, and GWIM legacy Internation clients
• →Responds to client inquiries related to high priority, complex requests requiring immediate attention
• →Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units.

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation
• Numerical Reasoning