account support analyst

LexisNexis Risk Solutions

<div></div><div><div>Are you ready to use your billing and contract skills to help drive business success?</div><div><div>
Do you have a knack for solving problems and making sure customers are satisfied?</div><div></div><div>
About the Business:</div></div><div>
LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive higher revenue growth, maximize operational efficiencies, and improve customer experience. Our solutions help our customers solve difficult problems in the areas of Anti-Money Laundering/Counter Terrorist Financing, Identity Authentication &amp; Verification, Fraud and Credit Risk mitigation and Customer Data Management. You can learn more about LexisNexis Risk at the link below, <div>risk.lexisnexis.com</div></div><div></div><div>
About our Team:</div><div>
A lean team of super-smart, super-hard working, local and Hybrid colleagues who collaborate closely to produce a valuable service.</div><div></div><div>
About the Role:</div><div>
The Account Support Analyst supports the organization in achieving revenue goals, ensuring customer satisfaction, accurate billing, process improvement, product setup, user access, and meeting customer invoicing requirements. You will apply your business acumen, multitasking abilities, and effective communication skills across various departments within our company. Flexibility is required to accommodate overtime, including some weekends to meet end-of-month billing deadlines.</div><div></div><div>
Hybrid candidates must be located in either Alpharetta, GA or Boca Raton, FL.</div><div></div><div>
Responsibilities:</div><ul><li><div>
Interpreting contracts within projects to Provide setup and billing support for all Risk products we provide.</div></li><li><div>
Identifying, coordinating, and implementing process and system improvements in contract setup simplification, workflow, billing/invoicing, and general back-office support.</div></li><li><div>
Working closely in a team environment building an effective working relationship with the sales teams and internal processing teams such as MBS Accounting, Customer Accounting, Back Office, IADP, Support, Pricing, and Product</div></li><li><div>
Investigating and improving customer satisfaction, addressing issues such as customer billing and invoices, order processing, and account and user provisioning policies.</div></li><li><div>
Compiling data, verify pricing, compute fees and charges contract for billing purposes.</div></li><li><div>
Implementing all Fulfillment related requests in outlined workflow &amp; processes.</div></li><li><div>
Ensuring accurate completion of all received projects/requests while maintaining turnaround time to meet business requirements and required accuracy rates, ensuring needs are fulfilled.</div></li><li><div>
Troubleshooting any billing/invoicing/account set up related inquiries.</div></li></ul><div><br>
Requirements:</div><ul><li><div>
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software.</div></li><li><div>
Have customer service, organizational proficiency, adept problem-solving, meticulous attention to detail, strong interpersonal skills, and excellent communication abilities are essential.</div></li><li><div>
Must have excellent verbal and written communication skills with the ability to convey complex information clearly.</div></li><li><div>
Have well- developed proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)</div></li><li><div>
Previous billing experience.</div></li><li><div>
Strong math and analytical skills.</div></li><li><div>
Ability to interpret contracts and extract billing-relevant data.</div></li><li><div>
Experience working with internal systems and cross-functional teams (sales, onboarding, product).</div></li><li><div>
Possess general knowledge/ability to quickly learn the contract and pricing processes in our back-office systems. Preferred prior experience with RISK products.</div></li><li><div>
Bilingual candidates preferred.</div></li><li><div>
High School diploma required.</div></li><li><div>
Maintain required accuracy rates to ensure fulfilling needs.</div></li></ul><div></div><div>
Working for you:</div><div>
We know that your wellbeing and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer:<br>
<ul><li>Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits</li><li>Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan</li><li>Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs</li><li>Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity</li><li>Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits</li><li>Health Savings, Health Care, Dependent Care and Commuter Spending Accounts</li><li>In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice</li></ul></div><br>
U.S. National Base Pay Range: $36,000 - $60,100. Geographic differentials may apply in some locations to better reflect local market rates.<div><br>
We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click <div>here</div> to access benefits specific to your location.</div><div></div><div>
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our <div>Applicant Request Support Form</div> or please contact 1-855-833-5120.</div><div></div><div>
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams <div>here</div>.</div><div></div><div>
Please read our <div>Candidate Privacy Policy</div>.</div><div></div><div>
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.</div><div></div><div><i>
USA Job Seekers:</i></div><div><div>
EEO Know Your Rights</div>.</div></div>

Account Support Analyst

RELX Group

Careers at Tide

<div><div><h3 class="jobSectionHeader"><b>ABOUT TIDE</b></h3>
<p>
At Tide we help SMEs save time (and money) in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions from invoicing to accounting.</p><p><br>
Tide is transforming the small business banking market with over 1.6 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data-driven decisions to help SMEs save both time and money.</p>
<p><b>
Tide facts:</b></p>
<ul>
<li>Tide is available for UK, Indian, German and French SMEs</li>
<li>Over 1.6 million members: 800,000 UK and 800,000 in India and growing rapidly</li>
<li>Over $200 million raised in funding</li>
<li>Over 2500 Tideans globally - we're diversity champions!</li>
<li>We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram and New Delhi, India</li>
</ul></div><p><b>
What we're looking for:</b></p>
<p>
The Account Operations team is responsible for various types of manual payments and movements of funds. The team is growing to become the central function for payments into members accounts on a timely basis and ensuring all payments are fully reconciled and accounted for.</p>
<p>
The Account Operations Analyst role is a great opportunity for someone with account and payment experience to be part of what will become a key team within Tide's Finance Operations function. It will be important in ensuring that these key payment activities are undertaken as smoothly and efficiently as possible. The role will require interactions with Tide's senior management and internal teams such as Finance; and when required, with other financial institutions</p>
<p>
About the role:</p>
<ul>
<li><b>Drive Payment Processes:</b> Ensure seamless execution of manual payments and fund movements, meeting strict SLAs and deadlines.</li>
<li><b>Collaborate Across Teams:</b> Work closely with internal teams, including Finance, and external financial institutions to ensure smooth fund transfers and account operations.</li>
<li><b>Ensure Accuracy and Compliance:</b> Perform reconciliations and escalate issues promptly to maintain operational accuracy and regulatory compliance.</li>
<li><b>Optimize Processes:</b> Contribute to the redesign and automation of payment workflows, enhancing efficiency and scalability.</li>
<li><b>Provide Critical Insights:</b> Deliver key reporting inputs to support data-driven decision-making.</li>
<li><b>Build Relationships:</b> Communicate effectively with internal stakeholders and external partners, fostering trust and collaboration.</li>
<li><b>Adapt in a Dynamic Environment:</b> Thrive in a scale-up setting with occasional ambiguity, showcasing flexibility and problem-solving skills.</li>
</ul>
<p>As the Account Operations Analyst:</p>
<ul>
<li>You'll be help bring together some of the existing payment and fund transfer activities and for inputting to the design and implementation of new payment processes</li>
<li>You'll gain a good understanding of the payment and fund movement processes and will be part of Tide's response to expected regulatory changes around fraud</li>
<li>Expect to be heavily involved in different types of payment activity, ensuring that SLAs and deadlines are met, working with internal colleagues such as our Finance team and with other financial services firms</li>
<li>You will be making payments, where required seeking review and approval from others as part of our control process, and will support our regular reconciliation processes and will escalate any issues that may arise</li>
<li>You'll have very good written and verbal communications skills, to be applied when dealing with Tide's internal team and other financial institutions</li>
<li>You'll contribute to helping make sure our long-term strategy, business goals, and experience quality are all aligned and that there are healthy opportunities for visibility and feedback.</li>
</ul>
<p><b>What makes you a great fit:</b></p>
<ul>
<li>Minimum 2 years' relevant experience in an account operations and/or payments role</li>
<li>Ideally a relevant Bachelor's degree or higher</li>
<li>Knowledge and experience of account operations and payment processes</li>
<li>Some experience of process re-design and optimisation, where possible through automation</li>
<li>Being data-driven in your approach</li>
<li>Ideally you have some knowledge and practical experience of inter-bank fund movements</li>
<li>You are focussed on customers</li>
<li>You have some experience of meeting daily, weekly and monthly deadlines and inputting to MI and reporting</li>
<li>Good understanding of current challenges that financial institutions face in relation to fraud, the current regulatory environment and how proposed changes will impact firms such as TIde</li>
Ideally, some experience of working in a scale-up environment and comfortable with occasional ambiguity<br>
<li>
<h2 class="jobSectionHeader"><b>WHAT YOU'LL GET IN RETURN:</b></h2>
<p>
Our location-specific employee benefits are designed to cater to the unique needs of Tideans:</p><br>
<ul>
<li>Competitive Compensation - competitive salary and share options</li>
<li>Time Off &ndash; Generous annual leave on top of bank holidays.</li>
<li>Parental Leave &ndash; Paid maternity, paternity, and adoption leave to support your family journey.</li>
<li>Sabbatical &ndash; Extended unpaid and paid leave options after completing milestone years with Tide.</li>
<li>Health Insurance &ndash; Private family insurance with additional OPD coverage and top-up options.</li>
<li>Life &amp; Accident Cover &ndash; Comprehensive accidental and life insurance protection.</li>
<li>Mental Wellbeing &ndash; Access to therapy sessions, courses, meditations, and workshops.</li>
<li>Volunteering &amp; Development Days &ndash; Paid days annually for volunteering or personal growth.</li>
<li>Learning &amp; Development &ndash; Annual budget for books, courses, coaching, and more.</li>
<li>WOO (Work Outside the Office) &ndash; Work from abroad for up to 90 days annually.</li>
<li>Home Office Setup &ndash; Contribution towards setting up your home office</li>
<li>Laptop Ownership &ndash; Keep your old laptop and get a new one when it's time for a replacement.</li>
<li>Snacks &amp; Meals &ndash; Office perks with snacks, coffee, tea, and lunch (location dependent).</li>
</ul></li></ul><div><h3 class="jobSectionHeader"><b>TIDE IS A PLACE FOR EVERYONE</b></h3>
<p>
At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members' diverse needs and lives.</p>
<p>
We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard.</p><br>
<p></p>
<p><i>
At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone's voice is heard.</i></p><div><br>
</div>
<div><b>Disclaimer</b></div>
<div></div>
<div><i>It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that:</i></div>
<ul><li><i>Tide does </i><b><i>not</i></b><i> charge any fees at any stage of the recruitment process.</i></li>
<li><i>All official Tide job opportunities are listed exclusively on our </i><b><i>Careers Page</i></b><i> and applications should be submitted through this channel.</i></li>
<li><i>Communication from Tide will only come from an official </i><b><i>@tide</i></b><b><i>.co</i></b><i> email address.</i></li>
<li><i>Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf.</i></li>
</ul>
<p><i>If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at </i><i>talent@tide.co</i><br>
<i>Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.</i></p><br>
<p></p>
<p><i>
Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our </i><i>AI Policy</i><i>.</i></p>
<p><i>
Your personal data will be processed by Tide for recruitment purposes and in accordance with </i><i>Tide's Recruitment Privacy Notice</i><i>.</i></p></div></div>

Account Operations Analyst

KeyBank

<b>Location:</b><br>
4900 Tiedeman Road, Brooklyn Ohio
<br><br>
<b>JOB SUMMARY:</b><br>
The Account and Documentation Services team supports Key Private Bank (KPB) and Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust Account coding establishing new accounts as well as coordinating maintenance changes to account coding on the Global Plus Trust Accounting system. The team has responsibility to interpret governing trust, agreements and any additional documentation to code the account appropriately.
<br><br>
The Operations Analyst ensures that all required documentation is complete to support client document preparation for trust accounts, account coding, and compliance requirements. This role involves understanding and addressing compliance implications while partnering with other teams to guarantee accurate account setup and coding in the Global Plus Trust Accounting system. The department is committed to delivering exceptional client service while mitigating organizational risk.
<br><br>
<b>ESSENTIAL FUNCTIONS:</b><br>
Demonstrate an understanding of the end-to-end of the Account Onboarding process including document prep, Know Your Client, account set up, maintenance, and audit.
<br>Responsible for opening trust accounts includes client document preparation, reporting on a quarterly rotation, and providing backup on assigning workflows as needed.
<br>Demonstrate an understanding of account coding requirements, including legal, tax and regulatory aspects, as well as possible variations and exceptions to coding based on various account types as it relates to new trust accounts or maintenance requests.
<br>Audit workflows of other department team members.
<br>Review and revise written procedures.
<br>Positively represent the team and the organization to Line of Business partners, as well as in client interactions. Assist in the development of positive relationships between the team and Line of Business partners by exhibiting professional manners daily.
<br>Meet performance objectives for accuracy and completion in accordance with Service Level Agreements by managing time and balancing workload effectively.
<br>Participate in and lead small department initiatives/projects.
<br>Perform other duties as assigned; duties, responsibilities, and/or activities may change, or new ones may be assigned at any time with or without notice.
<br>Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
<br><br>
<b>EDUCATION:</b><br>
Bachelor’s degree in Business or Finance or equivalent work experience.
<br><br>
<b>WORK EXPEREINCE:</b><br>
1 + years in financial services, operations, or trust accounting experience
<br>Experience working in financial services operations, preferred
<br>Working knowledge of Global Plus, Global Office, preferred
<br>Intermediate to advanced working knowledge of all MS Office programs, with emphasis on MS Excel
<br>Working knowledge of Salesforce, preferred
<br>Prior experience in reviewing and coding Trusts, preferred
<br><br>
<b>SKILLS:</b><br>
Ability to learn detailed processes quickly and function independently with limited supervision
<br>Strong Critical Thinking
<br>Strong work ethic with self-motivation & drive
<br>Excellent verbal and written communication
<br>Experience and success in a team environment
<br>Research and problem-solve complex issues with limited supervision
<br>Excellent organizational skills, with the ability to manage multiple priorities
<br>High attention to detail and focus
<br>Strong peer leadership skills
<br>Demonstrates ability to identify and implement process improvements
<br><br>
<b>PHYSICAL DEMANDS:</b><br>
Ability to sit for extended periods.
<br>Use of PC, phone, copier, and other office equipment.
<br><br>
<b>TRAVEL/DRIVING REQUIREMENTS:</b><br>
Minimal travel may be required for training or project support.
<br>Valid driver’s license may be necessary depending on location and role responsibilities.
<br><br>
<b>WORK LOCATION CATEGORY:</b><br>
Hybrid (2+ days in office)
<br><br>
COMPENSATION AND BENEFITS
<br>This position is eligible to earn a base salary in the range of $46,000.00 - $70,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
<br>Please click here for a list of benefits for which this position is eligible.
<br><br>
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
<br><br>
<b>Job Posting Expiration Date:</b> 01/09/2026
<br><br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
<br>Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
<br><br>
#LI-Remote

Account and Documentation Services Operations Analyst (Key Private Bank and Institutional Advisory Trusts)

IG Group

<div>
 <strong>
  Job Title
  <br/>
  <br/>
 </strong>
 Payment Operations Analyst
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  So, who are we?
  <br/>
  <br/>
 </strong>
 Hello, we&rsquo;re IG Group. No, not Instagram &ndash; though we're a pretty big deal ourselves. We&rsquo;re a global, FTSE 250-listed company made up of a collection of progressive fintech brands in the world of online trading and investing. The best part? We&rsquo;ve snapped up many awards for our top-class platforms, forward-thinking products, and incredible employee experiences.
 <br/>
 <br/>
 We believe in financial freedom. And our purpose is to help ambitious people achieve it. Around 400,000 people use our groundbreaking technology and forward-thinking platforms to trade the financial products they
 <br/>
 <br/>
 know and love.
 <br/>
 <br/>
 Did we mention we have offices in 18 countries? Yes, when you join IG Group, you'll have the chance to work across multiple brands, with people all over the world. Join us for an exciting future and let&rsquo;s innovate together!
 <br/>
 <br/>
 <strong>
  Your role in the Team
  <br/>
  <br/>
 </strong>
 You&rsquo;re upbeat and enthusiastic, and you have an open mind and a curious, can-do attitude which you will fit right into the team.
 <br/>
 <br/>
 You, like us, understand the importance of collaboration and are driven to be the best in what you do. As you will be part of a multi - functional team, you will work closely with other departments to ensure client's funding and withdrawals occur smoothly to and from their trading account.
 <br/>
 <br/>
 You will be proactive with any queries and requests from clients to ensure they are answered and ensure you maintain up to date with changes to regulations and new payment trends and to date with all things Payments at IG.
 <br/>
 <br/>
 <strong>
  What You&rsquo;ll Do
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Accurate and efficient processing of deposits into IG in accordance with international and local compliance regulations
  </li>
  <li>
   Processing and release of withdrawals across IG&rsquo;s different payment methods such as Card, Bank and PayPal
  </li>
  <li>
   Regulation and enforcement of IG&rsquo;s strict anti-money laundering controls, including the verification of bank statement and payment methods
  </li>
  <li>
   Administration of IG&rsquo;s payment and banking portals to enable effective processing
  </li>
  <li>
   Problem-solve complex issues and errors to resolve payment queries
  </li>
  <li>
   Handling of daily reports, posting of bonuses/tax and audits
  </li>
  <li>
   Cross-departmental communication to facilitate effective handling of queries
  </li>
  <li>
   Participation in continuous improvement initiatives to optimise team performance.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Who we&rsquo;re looking for?
  <br/>
  <br/>
 </strong>
 You&rsquo;re curious about things like the client experience, the rapid developments in tech, and the complex world of fintech regulation. You&rsquo;re also a confident, creative thinker with a knack for innovating. We know that you know every problem has a solution. Here, you can try new ideas, and lead the way in creating inspiring experiences for our clients and everyone around you.
 <br/>
 <br/>
 We don&rsquo;t fit the corporate stereotype. If you want to work for a traditional, suit-and-tie corporate that just gives you a pay cheque at the end of the month, we might not be for you. But, if you have that IG Group energy and you can stand behind what we believe in, let&rsquo;s raise the bar together.
 <br/>
 <br/>
 <strong>
  What You&rsquo;ll Need For This Role
  <br/>
  <br/>
 </strong>
 Although desirable you don't need a background in finance to apply. We'll provide on-the-job training and support to help ensure you quickly pick up the necessary knowledge and understanding.
 <br/>
 <br/>
 What You Will Need Is a Genuine Interest In Working In Financial Markets, Along With Motivation Levels As Impressive As Your Aptitude For Numbers And Attention To Detail &ndash; Plus
 <br/>
 <br/>
 <ul>
  <li>
   A degree-level education
  </li>
  <li>
   Fluency in English (verbal and written)
  </li>
  <li>
   Excellent interpersonal and communication skills
  </li>
  <li>
   Happy to commit to shift pattern that covers UK hours ( 12.30pm to 03:30am IST)
  </li>
  <li>
   The ability to work well under pressure
  </li>
  <li>
   To be able to establish rapport with people of all status and background
  </li>
  <li>
   A logical and analytical approach
  </li>
  <li>
   Very good organization and time management skills
  </li>
  <li>
   Literacy in MS Office
  </li>
  <li>
   Strong attention to detail.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  How You&rsquo;ll Grow
  <br/>
  <br/>
 </strong>
 When you join IG Group, we want you to have more than a job &ndash; we want you to have a career. And you can. If you spot an opportunity, we want you to chase it. Stretch yourself, challenge your self-beliefs and go for the things you dream of. With internal and external learning opportunities, and the tools to help you skyrocket to success, we&rsquo;ll support you all the way.
 <br/>
 <br/>
 And these opportunities truly are endless because we have some bold targets. We plan to expand our global presence, increase revenue growth, and ultimately deliver the world&rsquo;s best trading experience. We&rsquo;d love to have you along for the ride.
 <br/>
 <br/>
 <strong>
  The perks
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Flexible working hours &amp; hybrid working
  </li>
  <li>
   Home office equipment reimbursement
  </li>
  <li>
   Performance related Bonus
  </li>
  <li>
   Employee-led LGBTQ+, Women's, Black, and Parents &amp; Carers networks with an annual budget for organizing events &amp; projects that foster an open, diverse, and inclusive culture
  </li>
  <li>
   Career-focused and leadership training in-class and online, incl. unlimited access to LinkedIn Learning platform
  </li>
  <li>
   Well-being events as well as Employee Assistance Programme
  </li>
  <li>
   Contribution to gym memberships
  </li>
  <li>
   A day off on your birthday Two days volunteering leave per year
  </li>
  <li>
   A day off on your birthday
  </li>
  <li>
   Two days volunteering leave per year.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Where you&rsquo;ll work
  <br/>
  <br/>
 </strong>
 We follow a hybrid working model; we reckon it&rsquo;s the best of both worlds. This model also feeds into our secret ingredients for innovation: diversity, flexibility, and close connection. Plus, you&rsquo;ll be welcomed into a diverse and inclusive workforce with a lot of creative energy.
 <br/>
 <br/>
 Ask our employees what their favourite thing is about working at IG, and you&rsquo;ll hear an echo of &lsquo;our culture&rsquo;! That&rsquo;s because you can come to work as your authentic self. The things that make you, you &ndash; like your ethnicity, sexual orientation, faith, age, gender identity/expression or physical capacity &ndash; can bring a fresh perspective or new skill to our business.
 <br/>
 <br/>
 That&rsquo;s why we welcome people from various walks of life; and anyone who wants to help us realise our vision and strategy. So, if you&rsquo;re keen to connect with our values, and lead the charge on innovation, you know what to do.
 <br/>
 <br/>
 <strong>
  Apply now
  <br/>
  <br/>
 </strong>
 <strong>
  Number of openings
  <br/>
  <br/>
 </strong>
 1
</div>


Payment Operations Analyst

<b>Location:</b><br>
4900 Tiedeman Road, Brooklyn Ohio
<br><br>
KIS Trading & Advisory Operations Analyst
<br>The Trading & Advisory Operations Analyst for Key Investment Services LLC (“KIS”) serves as the primary point of contact for sales and service of KIS’s advisory products and also provides trade support for all market-traded products sold by KIS’s sales force, including fixed income, equities, mutual funds and UITs.The Analyst assists Private Client Advisors (PCAs) with advisory proposal generation, new account set-up, and maintenance and reporting on existing advisory business.The Analyst should have a comprehensive understanding of managed account programs as well as the various investment products utilized through the financial services industry and specifically, those sold by KIS.The Analyst will develop relationships with external managers and partners to ensure excellent sales support and service for KIS’s advisory accounts and fixed income products.
<br><br>
Essential Job Functions
<br>Serve as the primary point of contact for all trade-related questions & issues; including but not limited too support of order entry into trading platform for trades accepted by KIS Private Client Advisors (PCAs), Investment Associates and Senior Private Client Bankers (SPCBs).
<br>Assist PCAs with fixed income product offerings, proposals and ladder creation, and support of trade entry. Work with KIS’s clearing firm and external dealers for trade support and trade break resolution.
<br>Review, process and reconcile all trade errors, working with KIS Compliance, external auditors and regulators when necessary on reporting. Escalate trends in errors to management and/or KIS Compliance, as appropriate.
<br>Assist KIS PCAs with KIS’s advisory program, providing product expertise and sales support. Assist with proposal generation for client meetings. Develop relationships with KIS’s discretionary money managers to engage wholesalers and additional sales support when appropriate.
<br>Review all new advisory account paperwork for accuracy and completion, coordinate funding with KIS service teams and the clearing firm, and turn over accounts to the discretionary money managers for trading.
<br>Work with the discretionary money managers to submit service requests for all service requests, model & billing changes, and account terminations accepted by KIS licensed financial professionals
<br>Marginal Job Functions
<br>Communicate model and investment changes made by advisory program managers and strategists to KIS PCAs
<br>Perform a variety of monthly reporting tasks on advisory accounts
<br>Provide KIS Finance with billing data to ensure PCAs are paid timely and accurately for their advisory business.
<br>Develop and maintain desk-level procedures for all job functions
<br>Project and special work assignments, as designated by management
<br><br>
Required Skills
<br>3 – 5 years’ experience in brokerage operations and/or securities trading
<br>Prior experience with managed account sales and service
<br>Extensive knowledge of fixed income, equity, mutual fund, UIT and fee-based products
<br>Proven ability to work with a team and in a fast-paced environment
<br>Strong written and verbal communication
<br>Strong time-management skills
<br>Strong customer service & analytical skills
<br><br>
Preferred Skills
<br>Bachelor’s degree in business or related field
<br>FINRA Series 7 or SIE/7TO, 63/65 or 66, 24 and 53 licenses
<br>Prior experience using NetX360, Bloomberg
<br><br>
COMPENSATION AND BENEFITS
<br>This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
<br>Please click here for a list of benefits for which this position is eligible.
<br><br>
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
<br><br>
<b>Job Posting Expiration Date:</b> 02/28/2026
<br><br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
<br>Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
<br><br>
#LI-Remote

Trading & Advisory Ops Analyst

Deutsche Bank

<div>
 <strong>
  Position Overview
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 </strong>
 <strong>
  Job Title: Cash &amp; Trade -Implementation, Analyst
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 </strong>
 <strong>
  Location: Mumbai, India
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 </strong>
 <strong>
  Role Description
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 </strong>
 <ul>
  <li>
   The Client Implementation Analyst supports the efficient delivery of cash management projects and acts has a project coordinator implementation of cash products.
  </li>
  <li>
   Key tasks include (but not limited to) project management, client interactions, documentation, trainings and system setups (if-any).
  </li>
  <li>
   The Client Implementation analyst participates in regular implementation calls and specific technology calls (with Technology) if required during the implementation.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We&rsquo;ll Offer You
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  <br/>
 </strong>
 As part of our flexible scheme, here are just some of the benefits that you&rsquo;ll enjoy
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 <ul>
  <li>
   Best in class leave policy
  </li>
  <li>
   Gender neutral parental leaves
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  <li>
   100% reimbursement under childcare assistance benefit (gender neutral)
  </li>
  <li>
   Sponsorship for Industry relevant certifications and education
  </li>
  <li>
   Employee Assistance Program for you and your family members
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  <li>
   Comprehensive Hospitalization Insurance for you and your dependents
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  <li>
   Accident and Term life Insurance
  </li>
  <li>
   Complementary Health screening for 35 yrs. and above
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   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The Client Implementation Analyst supports the efficient delivery of cash management projects and acts has a project coordinator implementation of cash products.
  </li>
  <li>
   Key tasks include (but not limited to) project management, client interactions, documentation, trainings and system setups (if-any).
  </li>
  <li>
   The Client Implementation associate participates in regular implementation calls and specific technology calls (with Technology) if required during the implementation.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Task Details
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Liaise and work with onshore implementation and service team on all documentation that covers new/sub-account opening, account closure, account mandate updates, account amendments, as well as setup on Cash/trade Products.
  </li>
  <li>
   Manage implementation, maintenance related documentation requirements including signature verification, digitized document archival.
  </li>
  <li>
   Ensure timely and efficient delivery of implementation projects assigned.
  </li>
  <li>
   Coordinate with internal parties to ensure all related setups are in place.
  </li>
  <li>
   Distribute documents to another DB branches/department if needed
  </li>
  <li>
   Escalate issues with respective L2 support teams
  </li>
  <li>
   Manage each case using internal case management tool
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   <br/>
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  </li>
 </ul>
 <strong>
  Your Skills And Experience
  <br/>
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 </strong>
 The person required for the above position should have the following profile:
 <br/>
 <br/>
 <ul>
  <li>
   3-7 years of handling project management in a client facing role.
  </li>
  <li>
   2-5 years of experience in handling Cash Management products is preferred.
  </li>
  <li>
   2-5 years of experience with XML ISO 20022 file testing (Payments / Collections) will be an advantage.
  </li>
  <li>
   Experience in IT systems administration/Networking will be an advantage.
  </li>
  <li>
   Strong communication and interpersonal skills.
  </li>
  <li>
   Analytical capabilities and logical thinking
  </li>
  <li>
   Strong team player: be part of a global/regional team, communicating, managing and cooperating closely on a local/regional/global level
  </li>
  <li>
   Education: University degree or equivalent professional experience
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   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  How We&rsquo;ll Support You
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Training and development to help you excel in your career
  </li>
  <li>
   Coaching and support from experts in your team
  </li>
  <li>
   A culture of continuous learning to aid progression
  </li>
  <li>
   A range of flexible benefits that you can tailor to suit your needs
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us And Our Teams
  <br/>
  <br/>
 </strong>
 Please visit our company website for further information:
 <br/>
 <br/>
 <strong>
  https://www.db.com/company/company.htm
  <br/>
  <br/>
 </strong>
 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
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 Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
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 We welcome applications from all people and promote a positive, fair and inclusive work environment.
</div>


Cash & Trade -Implementation, Analyst

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