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- As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. RAs a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R
- The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepanciesThe Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
