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Banking/Wealth Management Operations Analyst

Pennington, New Jersey

Contractor

$21.00 - $22.25 per Hour


LHH Recruitment Solutions is seeking a Banking/Wealth Management Operations Analyst for one of the most reputable global banks. The ideal candidate has previous similar experience in a banking/financial services environment supporting wealth management and/or investment products. Please continue reading and apply if interested!



Responsibilities:



  • Facilitate client onboarding for performance platforms.


  • Review and validate performance data and returns.


  • Address inquiries clients.



Required Skills/Experience:



  • Experience in operational roles at financial institutions.


  • Coursework in finance is a plus.


  • Experience with broker-dealers or financial advisory teams.


  • Knowledge of investment products and vehicles.


  • Customer service experience.


  • Intermediate proficiency in Excel.


Worksite: hybrid


Pay: $21.00-22.25/hr

Pay Details: $21.00 to $22.25 per hour Search managed by: Nick Gioffre

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.


Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
RefUS_EN_27_849189_3069504

Banking/Wealth Management Operations Analyst

LHH

4 days ago

$21.00 - $22.25 per Hour

Contractor

Pennington, New Jersey


LHH Recruitment Solutions is seeking a Banking/Wealth Management Operations Analyst for one of the most reputable global banks. The ideal candidate has previous similar experience in a banking/financial services environment supporting wealth management and/or investment products. Please continue reading and apply if interested!



Responsibilities:



  • Facilitate client onboarding for performance platforms.


  • Review and validate performance data and returns.


  • Address inquiries clients.



Required Skills/Experience:



  • Experience in operational roles at financial institutions.


  • Coursework in finance is a plus.


  • Experience with broker-dealers or financial advisory teams.


  • Knowledge of investment products and vehicles.


  • Customer service experience.


  • Intermediate proficiency in Excel.


Worksite: hybrid


Pay: $21.00-22.25/hr

Pay Details: $21.00 to $22.25 per hour Search managed by: Nick Gioffre

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.


Equal Opportunity Employer/Veterans/Disabled


To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy


The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
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