Family Office Advisor dedicated to high - net - worth clients providing tailored insurance and risk management solutions. Collaborating with internal teams and external advisors for personalized strategies.
About the role
- Client Services Analyst in Middle Office operations processing share transfers and trades while collaborating with clients and internal teams. Ensuring accurate transaction handling and system improvements in a hybrid role.
Responsibilities
- collaborating with Directors and the operations team to take on deal management responsibilities
- onboarding of new deals and clients on our designated platform
- preparing the deal specific consents and sending out notices
- tabulating and reporting results of consent solicitations accurately
- engaging with various stakeholders in relation to clients' Know Your Customer (KYC) processes
- process shares transfers, issue monthly statements to clients, and handle billing accordingly
- respond to client emails and queries clearly, professionally, and in a timely manner
- keep clients informed and updated on the progress of their requests
- quickly learn new systems, including our internal platform
- support system testing and updates
- suggest improvements to internal processes and tools to help the team work more efficiently
- assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.
Requirements
- background in Middle Office or Client Services within financial services
- excellent written communication skills
- strong attention to detail
- quick learner, able to adapt to new systems and processes
- proficient in Excel and confident working with data
- team player with a proactive and solution-oriented approach.
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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