Wealth QA Analyst

Citizens Bank
Charlotte
Workplace: HybridFull timeFunction: QA, Test & Release EngineeringExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Time management","Independent problem-solving","Adaptability","Decision making"]

Review and analyze wealth management transaction processing, shareholder services, and operational workflows to maintain and enhance quality and effectiveness. Plan and execute quality assurance strategies, methodologies, and test plans, including documentation, reporting, and process improvement for risk mitigation. Stay current on regulatory changes impacting wealth operations and systems, while solving QA-related problems and building deep knowledge of customers and processes.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Wealth QA Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Review and analyze wealth management transaction processing, shareholder services, and operational workflows to maintain and enhance quality and effectiveness. Plan and execute quality assurance strategies, methodologies, and test plans, including documentation, reporting, and process improvement for risk mitigation. Stay current on regulatory changes impacting wealth operations and systems, while solving QA-related problems and building deep knowledge of customers and processes.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: QA, Test & Release Engineering
Seniority: Entry level

Key Responsibilities

  • •Develop and implement quality assurance strategies, methodologies, and test plans for wealth management processes and systems
  • •Execute and analyze tests, and produce test documentation and reporting
  • •Drive process improvement and risk mitigation through QA
  • •Ensure regulatory compliance by staying current on regulatory changes impacting wealth management operations and systems
  • •Build knowledge of company processes and customers while solving QA problems

Key Requirements

  • •1+ year of bank/financial services experience, ideally in Wealth Operations
  • •FINRA Series 7 licensure
  • •Strong interpersonal, verbal, and written communication skills
  • •Ability to adapt in a fast-paced, multi-dimensional environment using strong time management
  • •Analyze, problem-solve, and make decisions independently; goal-oriented interest in Wealth Management and Investment business line
Experience:1+ yearsBankingFinancial servicesWealth operations
Education:Bachelor's
Skills:CommunicationTime managementIndependent problem-solvingAdaptabilityDecision making
Licenses:FINRA Series 7
Certifications:FINRA Series 7
Languages:US

Eligibility

Visa:H1BL1
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website