Join our International Private Bank Core Operations Team as a Fees Associate! Enhance fee processes, support global teams, and drive efficiency.
As a Fees Associate in the International Private Bank Core Operations Team, you will be responsible for setting up new fee schedules, billing, re-pricing, and managing account closures and waivers. You will work in a dynamic environment, ensuring compliance with fee policies and supporting the Front-Office with their queries. Your role will involve collaborating with Operations and Technology, questioning existing processes, and finding more efficient solutions.
Job responsibilities
1. Sets up new fee schedules and manage billing processes
2. Re-prices existing fee schedules and handles account closures and waivers
3. Runs control reports and maintains fee documents
4. Produces Management Information Systems and trend analysis
5. Answers Front-Office queries across EMEA and Asia promptly and accurately
6. Participates in testing efforts during projects
7. Ensures daily tasks are completed and relevant controls are applied
8. Conducts performance reviews and guides team members in their career goals
Required qualifications, capabilities, and skills
9. Relevant working experience
10. Strong analytical skills, methodical approach, and attention to detail
11. Ability to perform in a fast-paced environment and handle multiple tasks
12. Control and risk mindset
13. Strong client focus and ability to drive positive energy within the team
14. Ownership of issues and proactive problem-solving approach
15. Excellent time management and prioritization skills
16. Excellent written and verbal communication skills
Preferred qualifications, capabilities, and skills
17. Experience in fee management or related financial operations
18. Knowledge of risk factors impacting specific products and industries