Investment Operations & Client Service Specialist
New
A
Assist WorldFinancial Services
Philippines, South AfricaPart-Time
SalaryUSD 900 - 1100 / year
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Job Details
Requirements
- Experience in investment operations, wealth management, financial services, RIA operations, or client servicing
- Experience working with investment accounts, custodians, or financial administration
- Highly detail-oriented with a focus on work quality
- Ability to work quickly without sacrificing accuracy
- Excellent written and verbal communication skills
- Proficiency in following established processes
- Capability to identify missing information and follow up appropriately
- Experience with Charles Schwab, Fidelity, Raymond James, Black Diamond, or Orion is advantageous
Responsibilities
- Process new account openings with major financial custodians such as Charles Schwab, Fidelity, and Raymond James
- Complete client account maintenance and administrative updates
- Process requests such as money movements and changes to client information
- Review documentation and identify missing or incorrect information
- Communicate with advisors and internal teams when additional information is required
- Work with investment performance reporting platforms such as Black Diamond and Orion
- Contact custodian support teams to investigate and resolve account-related issues
- Escalate more complex issues to team leads or appropriate members of the team
- Follow established processes and workflows to ensure work is completed consistently
- Maintain a high level of accuracy while processing a significant volume of work
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