We're looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options, reviewing, and analyzing the information, and applying independent judgment based on process guidelines.
Position Responsibilities:
- Process all routine and standard transactions
- Maintain accurate records of transactions to interact effectively with distribution channels and/or clients
- Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
- Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
- Assist with the documentation of internal and external processes
- Identify and solve basic and complex problems based on an understanding of the customer's needs, using investigation and established guidelines
- Recognize the need to escalate complex cases
- Prioritizing departmental work to accommodate fluctuating or unplanned work
- Understand the implications of action or inaction and make appropriate decisions on semi- complex issues
Required Qualifications:
- Bachelor's degree in business administration, finance, economics or any related course
- At least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry. BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
- Advance Proficiency in MS Office Suite, Outlook and Teams
- Excellent communications skills (verbal and written) in English
- Client-centric exposure
- Analytical, research and problem-solving skills
- Exposure and understanding of Investment and Wealth Products
- Interpersonal skills to interact with, establish relationships with the Business Units.
- Time management skills with the ability to be flexible to change.
Preferred Qualifications:
- Open to working a night shift schedule
When you join our team:
We'll empower you to learn and grow the career you want.
We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we'll support you in shaping the future you want to see.
