Operations Analyst - Income Processing and Client Support

Cognizant, Operations Analyst with Income Processing 0 4

Ops Analyst with Incoming processing in the CAIP team Process and review general data entry transactions for various transaction types including transfers, purchases/sells, and account maintenance within established productivity and quality standards. Daily review of information pertaining to processing feedback and procedural updates. Complete required internal training and compliance classes timely. Required to work overtime and assist other departments during peak volumes to assist in meeting our clients’ service level agreements. Truist, Atlanta, GA Client Service Associate 11 21 09 4 Provide operational guidance to Financial Advisors around managing the estate process ranging from systems navigation to document fulfillment Ensure new business paperwork is accurately and successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission, and follow-up of new account documentation. Proactively contact beneficiaries of accounts and provide assistance with completing paperwork to facilitate transfer of assets to them. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: Opening of estate accounts, opening of beneficiary accounts, processing distributions, and any other operational process in the estate management process. Mizuho Bank, New York, NY Senior Processing Operator 7 1 3 21 BNY Mellon, N.A., Jersey City, NJ Client Support Specialist Support 12 client service officers daily

Input over 10,000+ Fed & Swift wires on the Customer StrataStation, Money Transfer Request System, and Cash Management System annually

Responsible for various check requests, and forms (i.e., check reversals, stop payments, and gifts) Monitored cash sweeps, calculated fees, produced statements and created automatic remittance processing through Global Plus Private Workbench and Workbench Setups. Advent/Interface Setups, etc. Scan and index documents on the NetX360 system. Check 21 processing