Job Description
Job Description
-Assist with the preparation of internal and external meeting and marketing materials, including portfolio summaries, presentations, and client proposals.
-Support the client onboarding process, managing required documentation, KYC (Know Your Customer) checks, and account setup.
-Coordinate with internal departments (e.g., compliance, legal, investment) to ensure smooth communication and alignment in client interactions.
-Handle transaction processing, including trade orders, fund transfers, and account updates.
-Maintain accurate and up-to-date records in CRM and portfolio management systems.
-Conduct ad hoc research and analysis to support client requests and internal projects.
Requirements
-2 years of professional experience in a financial services or wealth management role, with exposure to client services an...