Top 5 Retail account Jobs in Midvale, Ut

Finance - Asset Wealth Management Operations – Retail Separately Managed Account Oversight Analyst
Northpointe Staffing —Salt Lake City, UT
- From $22 an hour
- Temporary
- Microsoft Excel
- Mid-level
- Office
Quick Apply
5d
Advertising Account Executive, Market Retail
Comcast Corporation —Salt Lake City, UT
- Overtime
- Mid-level
- High school diploma or GED
- Travel
11d
Retail Account Manager (RAM) – NRS & Retail Services
IDT —Salt Lake City, UT
- $31,200 a year
- Hybrid work
- Mid-level
- Microsoft Office
- Driver's License
- Paid training
- Health insurance
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Advertising Account Executive, Market Retail
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Consistent exercise of independent judgment and discretion in matters of significance. Customarily prospecting, developing, and maintaining local client…
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Finance - Asset Wealth Management Operations – Retail Separately Managed Account Oversight Analyst

Northpointe Staffing -
Salt Lake City, UT

Quick Apply

Job Details

Temporary
From $22 an hour
5 days ago

Qualifications

Banking risk management
Teamwork
Microsoft Excel
Bachelor's degree
Attention to detail
Desktop applications
Financial services
Productivity software
Cross-functional collaboration

Full Job Description

AWM Operations – Retail Separately Managed Account (SMA) Oversight Analyst

Our client’sRetail SMA Oversight team is seeking a professional who is looking to partner with the firm’s diversified client base and global business counterparts to provide best-in class client experience to define solutions and lead change across the operational infrastructure.

This position is within Operations, which is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that make the business flow.

The Retail SMA Oversight team sits within the Asset Management Division and has primary responsibility of portfolio accounts, new account funding, client servicing and serves as the single point of contract for all operations related client inquiries. Functions cover a wide range of clients and a complex product range, which includes equities, fixed income and mutual funds. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.

Responsibilities and Qualifications

This is a highly collaborative role which requires the capability to work effectively with a diverse range of professionals both internally and externally, covering a wide variety of products and functions. As part of this role, the analyst will:

Partner with the Asset & Wealth Management (AWM) teams to facilitate the operational functions required to support the business
Ensure prompt turnaround on all time-critical deliverables like cash and security funding
Accurately maintain the integrity of internal books and records, highlighting exceptions and actively work to resolution
Provide a high level of service to the trading desk to support various aspects of the trading cycle
Diligently create and review account and portfolio level metrics as defined by operating standards and research, escalate, remediate exceptions as appropriate
Explore solutions that leverage business intelligence, low code automation, and industry utilities to assist in building scale for the SMA business

Basic Qualifications

· Minimum of 1-1.5 years’ relevant experience

· Risk management focus

· Attention to detail with a sense of urgency is a must

· Proficient in Microsoft Office, specifically Word, Excel and PowerPoint as well as web-based applications

· Bachelor’s degree required

· Be highly collaborative, team-oriented and strong consensus builder

· Demonstrate strong communication and interpersonal skills both written and oral

Preferred Qualifications

· Previous experience in Operations and/or Financial Services Industry

· Demonstrate ability to partner across product groups, regions and functional responsibilities

· Be a strategic thinker, possesses strong facilitation and data gathering skills

· Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions

Pay: From $22.00 per hour

Application Question(s):

Do you have prior experience working within either the financial or banking industries?

Education:

Bachelor's (Required)

Work Location: In person

Quick Apply

Refine Your Search

retail account jobs in midvale, ut

Finance - Asset Wealth Management Operations – Retail Separately Managed Account Oversight Analyst

Advertising Account Executive, Market Retail

Retail Account Manager (RAM) – NRS & Retail Services

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