Asset and Wealth Management - Wealth Service Specialist - Analyst

Job Responsibilities

Wealth Service Specialists work as part of the PWM Managed Strategies team 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 product management. How you will fulfill your potential:

• Leverage your operational background and experience to contribute to a growing business in Asset & Wealth Management
• Assist Beta+ and GOAS Portfolio Management teams with comprehensive risk management, post-trade checks and revenue tracking
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities in a time sensitive manner
• Work with Private Wealth Advisor teams to ensure high-net-worth clients have a seamless onboarding process and excellent experience investing in Managed Strategies
• Communicate trading instructions in a clear and timely fashion
• Assist with various aspects of client portfolio performance reporting
• Maintain representative accounts for individual strategies and resolve performance reporting queries
• Liaise with middle office teams to resolve trade booking and settlement issues

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 can 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 a markets-facing middle office team, 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.