Account Management Ops Analyst – Private Bank Offboarding

Jobtailor; Pennington (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in New Jersey is seeking an operations-focused professional to handle end-to-end account offboarding, documentation validation, and asset movement. The role requires meticulous attention to detail and strong collaboration with internal partners.

The ideal candidate will manage multiple systems, follow established procedures, and resolve complex requests while providing timely updates to client teams. On-site work and a 40-hour week are expected.

Qualifications

• Ability to find and resolve data inconsistencies in detailed documents and systems.
• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• Ability to manage large caseloads and meet short deadlines.
• Experience in operations, banking, account management or customer service.

Responsibilities

• Perform offboarding of accounts and review required account documentation
• Find requirements and complete account closure activities
• Review and approve documentation by confirming distribution plans, approvals, and supporting documents
• Initiate and monitor asset or cash movement
• Research, follow up on, and resolve complex routine requests
• Track account activity and resolve open items through completion
• Identify process risks and opportunities for improvement
• Address quality-review gaps and elevate risks or improvement opportunities
• Respond to moderately complex client inquiries across multiple channels
• Provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide operations support to internal business partners and external clients
• Assist in training less experienced team members

Skills

Attention to Detail

Communication

Problem Solving

Flexibility

Team Training

Deadline Management

Data Analysis

Tools

Microsoft Office

Job description

• Perform offboarding of accounts and review required account documentation
• Find requirements and complete account closure activities
• Review and approve documentation by confirming distribution plans, approvals, and supporting documents
• Initiate and monitor asset or cash movement
• Research, follow up on, and resolve complex routine requests
• Track account activity and resolve open items through completion
• Identify process risks and opportunities for improvement
• Address quality-review gaps and elevate risks or improvement opportunities
• Respond to moderately complex client inquiries across multiple channels
• Provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide operations support to internal business partners and external clients
• Assist in training less experienced team members

Requirements

• Ability to find and resolve data inconsistencies in highly detailed documents and systems
• Ability to follow detailed instructions
• Experience interacting with partners via email and chat
• Ability to be flexible within the hours of 8:00 AM–6:00 PM Monday through Friday
• Experience using Microsoft Office applications
• Ability to manage large caseloads and execute within short deadlines
• Ability to use multiple systems and applications accurately and efficiently
• Ability to apply established procedures to daily processing
• Experience, studies, or knowledge in operations, banking, account management and/or customer service
• Ability to apply knowledge to improve processes
• Must work onsite if required under the workplace excellence policy
• 40 hours per week

Core Competencies

Demonstrates expertise in account management, operations support, and process improvement while effectively managing client inquiries and documentation. Proficient in utilizing Microsoft Office applications and resolving data inconsistencies in detailed documents.

Highest-signal resume keywords

• Account Management
• Process Improvement
• Operations Support
• Client Communication
• Data Analysis

ATS Optimization Keywords

Hard Skills

• Account Offboarding
• Documentation Review
• Asset Movement
• Data Inconsistency Resolution
• Process Flow Understanding
• Detailed Instruction Following
• Multiple System Usage
• Deadline Management
• Quality Review
• Client Inquiry Resolution

Soft Skills

• Flexibility
• Team Training
• Problem Solving
• Attention to Detail
• Communication

Industry Keywords

• Operations
• Banking
• Customer Service
• Account Management

Tools & Technologies

• Microsoft Office