Operational maintenance of separately managed accounts
Reconcile account data
Resolve client service and sales issues
You will support the operational maintenance of separately managed accounts
Job Summary
You will support the operational maintenance of separately managed accounts.
You will partner with client service and sales teams to resolve issues.
Joining this team offers the opportunity to support innovative investment solutions, collaborate with experienced professionals, and contribute to a growing, client-focused platform.
Matching Summary
You will support the operational maintenance of separately managed accounts.
Skills & Requirements
Must-have
Operational maintenance of separately managed accounts
Reconcile account data
Resolve client service and sales issues
Support Financial Advisor Services
Manage multiple requests accurately
Nice-to-have
Professional persistence
Self-starter mindset
Intellectual curiosity
Key Requirements
At least two years of experience in client service or operations
Experience in financial services or asset management