Operations Analyst

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product needs or legal orders. The product needs include oil and gas revenue, servicing fees, abandoned properties, remediation payments and restricted/specialized securities. Legal orders include subpoenas, levies, freeze orders and requests for information or documents. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.

Upon the receipt of a civil legal order (subpoena or freeze order), internal data request, ...