Engage Specialist (12-month contract)
Core
Support account maintenance, Account Structure Changes (ASC), and client documentation processing for wealth management accounts.
Role type
Banking operations specialist (wealth management)
Builds
Client account records and data integrity for a global financial institution
Domain
Banking / Wealth Management
Required skills
Client documentation handling, data processing, account maintenance, regulatory compliance, stakeholder management, task prioritization
Preferred skills
High-volume environment adaptability, urgent request management
Technologies
None stated
Responsibilities
Review and process client documentation and data updates, ensure client records comply with internal policies, follow up on requirements with Front Office teams, perform documentation validation and operational checks
Seniority
Junior to Mid-level, hands-on IC
