Job
Description
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their wealth operations across their middle and back office functions. This includes working with the clientele to set up their Global Delivery Centers and a reliable and scalable operating model that will enable their requirements and growth. Additionally, this role requires focus and contributions on Performance Improvement initiatives at an engagement/project level. This includes a techno-functional role conducting finance processes assessments, deep diving and analyzing pain areas, and coming up with solutions. The opportunity: We're looking for Consultants with expertise in client/customer onboarding, CRM operations, KYC, Trust Processing, and other middle and back office processes of Wealth management firms. The opportunity will include taking transition and delivering on processes for clients on a daily basis and working with market-leading financial services institutions across the globe. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Key Responsibilities: - Delivery of operations, processes per client requirements/ SLAs - Ensure daily end of day sign-offs on deliverables and KPIs - Support and provide inputs on metrics and reporting (SLAs, KRIs, and KPIs) - Document processes, standard operating procedures, checklists, and get them signed off by the leadership/clients and ensure implementation of the same by the team - Identify and provide inputs for process improvements, efficiencies, automation, etc. - Help with screening and hiring resources to build teams Skills And Attributes For Success: - Sound knowledge of the Wealth Industry and exposure to Wealth operations - Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing) - Proficiency in English (oral and written) - Flexible and adaptable; able to work in ambiguous situations - Capability to support others and help them in their day-to-day tasks - Must be a team player and able to work collaboratively with and through others To qualify for the role, you must have: - Graduation / Post-graduation in commerce/finance, MBA (Finance) - 2+ years of experience in Wealth Management operations - Strong Excel skills What We Look For: A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment. Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries. What Working At EY Offers: At EY, we're dedicated to helping our clients, from the world's top companies and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees, and you will be able to control your development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you About EY: As a global leader in assurance, tax, transaction, and advisory services, we're using the finance products, expertise, and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,
