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Employment Type : Full-Time
Job Title: Client Services Operation Analyst Corporate Title: Associate Location: Jacksonville, FL Overview Wealth Management (WM) helps professionals and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. WM also provides customized wealth management solutions and private banking services to high-net-worth professionals and families. Deutsche Bank is investing heavily in technology, which means we are investing in you. Join us here, and you’ll constantly be looking ahead. As the Client Services Analyst, you will provide day to day client servicing of both external and internal clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on client activities. What We Offer You: We offer competitive health and wellness benefits, empowering you to value life in and out of the office Active engagement with the local community through Deutsche Bank’s specialized employee groups An environment that encourages networking and collaboration across functions and businesses Return to Office: It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion Hear from our people and look inside our office: DB@The Muse Your Key Responsibilities: Answer inbound client calls. Respond to client requests and inquiries in a timely and accurate manner Facilitate client directed transactions incl. wires, research requests and assist with account maintenance. Prepare customized reports / summaries as needed Organize and maintain files, correspondence and records in accordance with policy Assist Product Teams (e.g. Discretionary Portfolio Management - DPM) in managing and servicing their client’s transaction and account opening needs Adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) policy Demonstrate knowledge and understanding of the Private Bank product offerings (e.g. DPM, Custody, Trust etc) Your Skills and Experience: Bachelor’s degree required. Series 7, 63 preferred Prior experience in Wealth Management, both banking and brokerage Organized professional who demonstrates sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results. Ability to assess issues, evaluate risks, and suggest corrective actions. Leadership skills with the capacity to take initiative, as well as assume responsibility Relationship builder who develops trust and respect with internal and external stakeholders. Confidence in liaising across business lines, front office and different time zones incl. offshore Adherence to regulatory policies, guidelines and processes to deliver outstanding quality of work. Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click here to find out more about diversity and inclusion.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEO is the Law poster" and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .