Client Operations Analyst (2 positions)

 

Responsibilities

 

  • Collaborate with internal teams to handle various client processes, including:
  • Coordinate subscription documents for private investments.
  • Perform investment operations, bill pay, and general money movement.
  • Execute and manage the client on-boarding process, account openings and transfers.
  • Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
  • Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
  • Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
  • Partner closely with select external service providers.
  • Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
  • Promote and ensure respect for client privacy and confidentiality in all matters.
  • Be an engaged culture carrier and participate in firm-wide initiatives.

 

 

Requirements

 

  • 1 to 5 years’ experience coming from Wealth Management, Ultra High Net Worth support, Operational experience

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

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