Systems Analyst - Wealth Management

Commerce Bank•Kansas City, MO

1d•Onsite

About The Position

This role is crucial in maintaining the reliability and efficiency of our reporting systems and supporting the wealth management process. The main purpose of this job is to be the initial point of contact with internal and external users while providing exceptional customer service and support for our different wealth management systems while also serving as a systems liaison/consultant to develop and implement technical solutions to meet business needs. Short-term focus is on the investment performance and client reporting system, Addepar.

Requirements

Strong knowledge of wealth management systems, including best practices
Effective ability to troubleshoot and problem solve; strong analytical skills and the ability to drive continuous improvement
Ability to communicate in user-friendly language to both technical and non-technical end-users
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Bachelor’s degree or equivalent combination of education and experience required
4+ years systems analysis experience required

Nice To Haves

Experience in a customer-centric, system administrator role preferred
Experience with wealth management systems, such as Addepar preferred

Responsibilities

Provide technical support to both internal and external users including user access administration and tier 1 support for several applications
Provide application subject matter expertise to all levels of internal and external users
Support ongoing system operations through maintenance, user access management, enhancement validation, and defect testing
Provide analysis for and perform system configurations to support business needs - formulates systems to parallel overall business unit strategies.
Translate business needs into clear and actionable solutions and product features
Monitor system use and recommend enhancements for productivity
Coordinate communication on application issues (production bugs) between internal customers and external vendors
Provide support, consultation and recommendations to clients in resolving technical problems
Provide client demos and/or training of online products as requested by administration and/or management
Ensure alignment with regulatory, compliance, and organizational standards
Investigate and resolve discrepancies in performance calculations, data accuracy, and reporting outputs
Assist in the integration and reconciliation of data between systems to ensure accuracy and integrity
Stay informed of industry trends, best practices, and emerging technologies related to wealth management and client reporting
Perform other duties as assigned