Asset Transfers Analyst

Asset Transfers Analyst in Private Client Operations to support account funding and asset transfers for Private Client and Institutional clients; responsibilities include reviewing client statements for transfer readiness, obtaining documentation from Client Service and Relationship Managers, processing inbound transfer requests through internal systems, coordinating with external custodians, initiating and tracking transfers, processing gifting requests, and preparing related reporting or audits. The role emphasizes collaboration with Legal, Compliance, Technology, and Audit, identifying issues and escalating exceptions, and contributing to process improvements and departmental projects. Strong analytical, organizational, and communication skills, the ability to manage multiple priorities, and handling confidential information are essential.