Transaction Management Ops Analyst

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This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures

• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions

• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail

• Customer and Client Focus

• Oral Communications

• Prioritization

• Problem Solving

• Account Management

• Analytical Thinking

• Coaching

• Written Communications

• Mentoring

• Research

• Result Orientation

LOB

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.

Within WMO, the Banking & Personal Retirement Operations teams execute manual processes and monitor automated processes to accurately move assets in and out of high net worth accounts such as the deposit and disbursement of funds from wire transfers and checks and performing completeness, accuracy and risk assessments of transactions. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.

Upon receipt of a request to move money to or from a client's banking deposit account, the Process Banking Disbursements for Merrill and Private Bank team ensures the validity of the request. Once proven valid, the team moves the assets according to the client's instructions. These transaction management activities are performed when a request is received via a queue. This team completes a high volume of transactions daily within strict timelines.

A successful Transaction Management Operations Analyst on this team:

• Performs a completeness, accuracy, validity and risk assessment of money movement instructions, identifies and resolves any discrepancies or gaps, then deposits or transfers funds according to the established guidelines and procedures.

• Researches and resolves data or numerical errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed.

• Responds to internal business partners related to errors via a queue and escalates more challenging issues to leadership as needed.

• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units.

Required Qualifications:

• Written Communications

• Recording/Organizing Information

• Attention to Detail

• Research

• Problem Solving

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

Hours Per Week: