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Deutsche Bank · 1 day ago

Service Executive - Analyst - Associate

Jacksonville, FL

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $70K/yr

Deutsche Bank is a leading global investment bank providing financial services to a diverse client base. As a Service Executive, you will be responsible for day-to-day client servicing, processing financial and non-financial requests, and ensuring excellent communication and organization in your tasks.

BankingFinanceFinancial Services

Responsibilities

Facilitate client directed transactions including but not limited to wires, ACHs, CD bookings, security and mutual fund transfers, account closures, etc. and complete full due diligence for all requests such as signature verification, consistency with client’s activity, cash availability, etc

Answer inbound calls from our toll free, field prospective callers (and refer accordingly) and redirect calls to respective teams when outside our scope along with completing daily administrative tasks including the sorting, logging and filing of Trust checks and the mailing of our post Reg E disclosures as applicable

Organize and maintain your personal service inbox folder, files, correspondence and records in accordance with policy

Open investment accounts and collaborate with investment team on needed documents, approvals or information

Assist with online banking issues , inquiries and maintenance requests

Assist in identifying and contributing towards needed resources as well as taking initiative in continuously learning for individual progression and growth

Qualification

Client servicingAnalytical skillsRelationship buildingMulti-taskingDecision-makingProactive problem solvingTeam playerOrganizational skills

Required

Organized and demonstrates sound judgement; strong analytical tool kit with the ability to instill trust and deliver the desired results

Relationship builder who develops trust and respect with internal and external stakeholders. Ability to deal with different personalities and always keep a professional outlook

Ability to multi-task in a high volume, deadline driven environment. Ability to manage multiple requests in a timely fashion. Detail oriented, while able to understand and focus on the key points

Escalate and highlight issues with excellent decision-making skills

Motivated and enthusiastic team player, able to work with others in a fast paced, independent, and dynamic financial environment

Preferred

Confidence in liaising across business lines, front office and different times zones incl. offshore

Leadership skills with the capacity to take initiative, as well as assume responsibility

An active communicator who engages with internal and external people; highly collaborative, transparent, decisive, and able to drive decisions forward

Extremely organized and self-sufficient, ability and confidence to make decisions alone

Pro-active initiative to solve problems and go above and beyond status quo