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Asset and Wealth Management
2 weeks ago
Job Responsibilities
Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential:
- Liaise with PWM teams to support clients
- Facilitate initial onboarding of client relationships and subsequent account maintenance
- Participate in ongoing monitoring of client relationships including the rolling review of clients and accounts
- Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards
- Review and understand policy requirements, internally source documentation, prepare client reach-out requests for PWM teams to review, raise any internal actions required and liaise with broader PWM teams to fully close out cases
Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business.
Basic Qualifications
- Four-year degree or higher in Management, Finance, Accounting or Economics.
- In depth understanding of Processes and Procedures for client on-boarding, account maintenance, and account funding.
- Acquaintance with different financial instruments (Stocks,Options,Fixed Income,Debt)
- Prior experience in wealth management operations or investment process implementation is a plus.
- Excellent organizational skills.
- Superior written and verbal communication skills.
- Ability to maintain a high level of confidentiality
- Enthusiastic and positive approach to problem-solving and client service.
- Proven track record with cross training, task-sharing and mutually supportive teamwork.
- Innovative thought processes and pro-active time management and task completion follow-through.
