Account Management Ops Analyst – Private Bank Onboarding, Maintenance

. Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures .

Posted 9/25/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $34 per hourWebsite

Key responsibilities & impact

Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures
Review and process account opening and maintenance requests and supporting documentation
Validate documents for good order and complete account openings or updates
Review and approve account documentation, obtaining legal review or approved exceptions when needed
Research, follow up on, and resolve moderately complex routine requests
Monitor asset and cash transfers and complete final request reviews
Respond to client inquiries through multiple channels, provide status updates, and communicate outstanding requirements
Execute control reports and store required evidence
Perform quality reviews, correct defects, and ensure accounts are opened or updated accurately
Assist in training less experienced team members
Identify risks and process improvement opportunities
Operate with moderate independence and escalate complex issues to team leads or managers

What you’ll need

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 using multiple systems and applications to complete individual tasks 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

Comp & perks