Focus on providing clients the best service possible and support the Front Office in creating and maintaining client accounts and the transfer of assets
Job Summary
Focus on providing clients the best service possible and support the Front Office in creating and maintaining client accounts and the transfer of assets.
Responsibilities include daily reporting, reconciliations, onboarding new clients, processing account closures, and asset transfers.
LGT Wealth Management is committed to the ongoing development of their employees and is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
Matching Summary
Focus on providing clients the best service possible and support the Front Office in creating and maintaining client accounts and the transfer of assets.
Skills & Requirements
Must-have
Client account creation and maintenance
Asset transfer processing
AML/KYC verification checks
Daily reporting and reconciliations
Liaison with custodians and business partners
Nice-to-have
Entrepreneurial spirit
Client-first commitment
Best-in-class advice focus
Long-term approach
Key Requirements
Minimum 2 years' experience in Financial Services Operations