01Overview
Job Summary
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:
Responsibilities
- Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services
- Perform new account onboarding, asset transfers, account maintenance and other account service requests
- Leverage your operational background and experience to contribute to a growing business
- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities
- Assist with various aspects of client portfolio performance reporting
- Facilitate cash balance oversight and private banking services in accounts
- Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards
- Resolve time sensitive client service-related issues, including but not limited to complex situations
- Managing the pipeline of new business opportunities in Salesforce
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 can thrive in a fast-paced setting where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business.
Qualifications
Basic Qualifications
- Masters 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.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying. .
