knowledge Integrator

2 weeks ago

Ahmedabad, Gujarat, India i4 Knowledge Processing Full time ₹ 15,00,000 - ₹ 28,00,000 per year

I4 Knowledge Processing is seeking a candidate who will provide analytical and operational support to wealth management clients based in the U.S. The role involves working closely with cross-functional teams to manage data-driven processes, oversee and perform operational workflows, and assist in preparing high-quality internal reports and client deliverables.

Designation: Knowledge Integrator, Advisor Support US

Responsibilities:


• Assist with on boarding workflows for high-net-worth clients including account setup, custodian paperwork review, and CRM updates.


• Analyse and manage advisor workflows, compliance checklists, and operational task lists.


• Prepare detailed reports for performance, review meetings, client accounts and billing summaries.


• Assistance in Portfolio Services.


• Coordinate closely with U.S.-based advisor teams on operational and analytical support needs.


• Contribute to process improvement initiatives


• Overall support to the wealth management processes.

What makes this role unique?


• You will be exposed to financial operations and processes of the US wealth management industry.


• The role demands high attention to detail, analytical ability, and problem-solving beyond simple work.


• You will work directly with global client base managing billions of dollars, gaining international exposure and understanding of global financial systems.


• Structured training programs to help you grow from operations into financial domain expertise.

Desired Candidate Profile:


• Graduate/Postgraduate in Commerce, Finance, Business Administration or any other financial qualifications (BBA, B. Com, MBA, CFP, CFA etc.).


• Strong English communication skills (written and verbal).


• Analytical mind-set with attention to detail.


• Comfort with MS Excel and ability to learn new financial software.


• Prior experience in financial services preferred but not mandatory

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