You will support the operational maintenance of separately managed accounts, reconcile account data, and follow up on transaction requests
Job Summary
You will support the operational maintenance of separately managed accounts, reconcile account data, and follow up on transaction requests.
Partner with client service and sales teams to resolve issues and apply operational expertise to support Financial Advisor Services.
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, reconcile account data, and follow up on transaction requests.
Skills & Requirements
Must-have
Operational maintenance of SMAs
Reconcile account data
Resolve client issues
Support Financial Advisor Services
Manage multiple requests accurately
Nice-to-have
Intellectual curiosity
Professional persistence
Welcoming culture
Employee well-being focus
Key Requirements
At least two years of experience
Experience in financial services or asset management