Engage Specialist (12-month contract) - Hays
Core
Support account maintenance, Account Structure Changes (ASC), and client documentation processing for a global financial institution's wealth management division.
Role type
Banking operations specialist (wealth management)
Builds
Maintains client records and account data integrity for wealth management accounts
Domain
Banking / Wealth Management
Required skills
Client documentation handling, data processing, account maintenance, documentation validation, operational checks, prioritization, stakeholder management
Preferred skills
None stated
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, handle urgent time-sensitive requests, perform operational checks for data integrity
Seniority
Junior to Mid-level, hands-on IC
