Brokerage & Wealth Sales Admin

1 week ago

Chennai Tamil Nadu, India NR Consulting Full time

Job Title Brokerage Wealth Sales Admin Class Level 10 11 12 Location Chennai NP Immediate to 45 days Skills Wealth Management with Client onboarding account maintenance good communication Experience in servicing of account maintenance updating beneficiaries money movement etc along with more complex functions like account opening estate administration signing paperwork etc Work closely with the field Support Specialists team to help the client within any segment Wealth Reserve Signature with any banking mortgage credit card fraud etc in need Enter and maintain appropriate client records monitor client transactions and client data for accuracy and timeliness maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team Facilitate day-to-day transactional needs of the client base including processing deposits distributions payments transfers or other routine transactions Utilize various trust and investment systems to affect transactions monitor accounts create reports and prepare client presentations Monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions Support the sales and retention effort by scheduling appointments conducting follow-up telephone calls and preparing and maintaining client presentation and marketing materials Submit and process certain operational requests as instructed by the Financial Advisor and or client These may include funds distributions deposits of checks journals client and account updates ACAT initiation and other operational tasks Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed such as insufficient funds for periodic distributions and RMDs not met

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