Analyst/associate - Wealth Client Support Specialist
7 days ago
**Job Purpose**
**Individual Contributor or People Manager**
- Individual Contributor.
**Duties & Responsibilities**
- Provide support to team of bankers to ensure superior client experience for the organization.
- Assist with day-to-day administrative tasks including preparation of investment portfolio spreadsheets, trade recording, preparation of client source of wealth KYC, account onboarding, and preparation of subscription forms for hedge funds.
- Coordinate and schedule meetings, appointments, and travel arrangements.
- Provide support in preparing reports, presentations, expenses submission reports and other documents.
- Any other Ad-Hoc client servicing requests as relevant.
**Qualifications/Skills**:
- Preferably a background in banking or financial institutions.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Copilot).
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
- Attention to detail and ability to multitask.
- Ability to work independently and as part of a team.
- High level of professionalism and confidentiality.
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