WIM Account Analyst, Private Wealth Management (Richmond, VA)
Job Description : Job Description
Process client accounts on a daily basis and research/resolve processing problems. Incumbents may specialize in any one of the following areas:
• Servicing analyst is a responsible for ongoing training/procedure knowledge for the ongoing maintenance of accounts for all PWM LOBs.
• Servicing analyst is responsible for completing daily work assignments to ensure SLAs are met or exceeded.
• Servicing analyst is responsible for ongoing training/procedure knowledge of account level fees for all PWM LOBs. Qualifications
- College degree and 2+ years experience or 4+ years relevant work experience
- Proficiency in Microsoft Office desktop applications (particularly Excel)
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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