Associate, Central Services Team
Core
Administrative support to client coverage teams for core services including payments, transfers, foreign exchanges, and client card/cheque enquiries.
Role type
Associate, Private Wealth Operations
Builds
Client account transactions and payment settlements
Domain
Banking / Wealth Management
Required skills
prioritization, client interaction, banking operations, payment processing, foreign exchange processing, record keeping, risk escalation
Preferred skills
wealth management experience, financial services experience, payment processing background
Responsibilities
Review and prioritize incoming emails; conduct telephone security call backs; process domestic and international payments; process internal transfers; assist with foreign exchange transactions; record transactions on client relationship system; act as point of contact for card and cheque enquiries; escalate risk events and near misses; support process improvement initiatives