Address Responsibilities 1) In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
2) Trade Life Cycle, Trade Confirmations/Settlements, International and Local US Market settlement procedures
3) Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows. ( Document Control )
4) Account opening and Maintenance: Transfers b/w banks and intermediatory, Free movement (FOP) process understanding with SSI's /Swifts
5) Advanced technical skills with team-orientation and the ability to act as a resource for development of the team
6) Prior operations and/or Advisor Services experience required
7) Exemplary verbal and written communication skills to influence, build consensus and integrate complex information.
Demonstrated ability to prioritize bus.
8) Must be team oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving regulated environment.
9) Experience in Asset transfer
10) Relationship management with key stakeholders
11) Creating performance dashboards
12Identify automation Opps
Additional Responsibilities: Should be flexible with Night Shifts
Should be comfortable with Work from Office
Preferred Skills: Domain- Capital Markets- Asset Management,Domain(IBPO)- Capital Markets- Asset Mgmt-Middle Office
