EDINBURGH, MIDLOTHIAN, United Kingdom
4 days ago
International Private Bank Fees Associate

Join our International Private Bank Core Operations Team as a Fees Associate! Enhance fee processes, support global teams, and drive efficiency.

As a Fees Associate in the International Private Bank Core Operations Team, you will be responsible for setting up new fee schedules, billing, re-pricing, and managing account closures and waivers. You will work in a dynamic environment, ensuring compliance with fee policies and supporting the Front-Office with their queries. Your role will involve collaborating with Operations and Technology, questioning existing processes, and finding more efficient solutions. 

Job responsibilities

Sets up new fee schedules and manage billing processesRe-prices existing fee schedules and handles account closures and waiversRuns control reports and maintains fee documentsProduces Management Information Systems and trend analysisAnswers Front-Office queries across EMEA and Asia promptly and accuratelyParticipates in testing efforts during projectsEnsures daily tasks are completed and relevant controls are appliedConducts performance reviews and guides team members in their career goals

Required qualifications, capabilities, and skills

Relevant working experienceStrong analytical skills, methodical approach, and attention to detailAbility to perform in a fast-paced environment and handle multiple tasksControl and risk mindset Strong client focus and ability to drive positive energy within the teamOwnership of issues and proactive problem-solving approachExcellent time management and prioritization skillsExcellent written and verbal communication skills

Preferred qualifications, capabilities, and skills

Experience in fee management or related financial operationsKnowledge of risk factors impacting specific products and industries
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