knowledge Integrator

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 USResponsibilities:• 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