Compliance Analyst - 246194 - Full-time / Part-time

Private Banking is seeking a Client and Account Documentation Specialist for a leading financial firm in Wilmington, DE. Client and Account Documentation Specialists are the initial point of contact for clients wishing to make legal changes to existing and new accounts. They also respond to issues/inquiries related to documentation and work with various business areas to resolve complex documentation situations. Client and Account Documentation Specialists proactively seek opportunities to provide superior service by suggesting alternative options within established control procedures.

Core Responsibilities

• Pre-fill account documentation through request from bankers, product specialists and/or client service associates
• Respond to inquiries related to documentation issues
• Track and communicate documentation status
• Review, validate and authorize documentation
• Complete maintenance via applicable system
• Adherence to Firm, Private Bank and documentation procedures
• Special projects as required
• Ability to develop strong relationships; gain the confidence of clients and integrated team as well as team members.
• Provide quality service on a day-to-day basis to clients, Product Specialists, and other internal colleagues throughout ultra high net worth/high net worth
• Strong understanding product range and operational processes
• Strong analytical and problem solving skills to assist clients and Product Specialists, resolve issues, and improve overall servicing

Required Experience:

• Strong analysis and attention to detail.
• Knowledge of Private Banks Products/Services
• 3+ years financial service background
• Ability to think creatively and recommend process improvements
• Strong Excel experience
• Client On-boarding Experience is a plus

About Aerotek:

Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as a leader in recruiting and staffing services, by having a deep understanding of the intersection of talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused approach yields competitive advantages for its clients and rewarding careers for its contract employees. Headquartered in Hanover, Md., Aerotek operates a network of over 230 non-franchised offices with more than 6,000 internal employees dedicated to serving our customers. Aerotek is an operating company of Allegis Group, a global talent solutions provider. To learn more, visit .

Aerotek is acting as an Employment Agency in relation to this vacancy.