Serve as a Financial Services Client Operations Analyst focused on high-net-worth investors. Facilitate operational inquiries while promoting efficient communication between financial advisors and internal teams.
Your role will involve liaising with various stakeholders to resolve client needs and enhance the onboarding experience. With a background in financial services, you will utilize your analytical skills to assess and document operational procedures. Collaboration across business units is key to elevating service standards and improving client retention.
Key Responsibilities:
• Manage inquiries from Financial Advisors and internal teams
• Collaborate with various business units and service partners
• Enhance team collaboration through project management
• Document operational processes for fund administration
• Resolve issues related to client onboarding and servicing
Requirements:
• Bachelor’s Degree necessary
• At least 1 year in the financial ind...