Job
Core
Support Relationship Managers with client onboarding, account administration, trade processing, and day-to-day client liaison in a bond intermediation and wealth management firm.
Role type
Wealth Management Assistant
Builds
Client accounts, trade settlements, and client-facing materials
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client onboarding, KYC/AML documentation, trade processing, data management, client correspondence, event coordination, business development support, reporting
Preferred skills
CRM systems, Greek language
Technologies
MS Office, CRM systems
Responsibilities
Support client onboarding and KYC/AML documentation; Process middle and back office trades; Manage client and transaction data; Act as day-to-day client contact; Prepare client-facing materials; Draft and manage client correspondence; Liaise with custodians and internal operations; Coordinate client events; Support business development lead tracking; Assist senior management with reporting
Seniority
Junior, individual contributor