Detail orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners
Organizing: Prioritizing and executing initiatives, tasks and details in an efficient manner
Making Decisions: Looking at options to evaluate risk and impact on the firm and other employees; owning your course of action
Multi-tasking: Efficiently managing multiple projects at the same time and managing priorities effectively
Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
Risk & Controls: Adhere to and maintain the firm’s controls policies and procedures as well as protecting client assets against potential fraud activities
Market Partnership: Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Required Qualifications, Skills and Capabilities:
College degree or equivalent relationship or client service experience
Experience with a wide array of financial products. Core Cash Operations experience is a must.
Excellent communication skills both oral and written
Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Expert knowledge with Microsoft Outlook email, scheduling and task manager