Specialist - BCM - Asset & Wealth Management 4A
Core
Process account lifecycle requests (openings, amendments, closings, taxlot updates) and handle client queries for Asset & Wealth Management clients.
Role type
Specialist, Account Operations
Builds
Client account records and transaction validations on accounting platforms
Domain
Asset & Wealth Management, Banking Capital Markets
Deliverable
product features
Required skills
Account services (opening, amendment, closing, taxlot updates), Financial products knowledge (Equities, Bonds, Mutual Funds, MBS, SWAPS), Client due diligence, Risk and Control framework, MS Excel
Preferred skills
Audits experience, Business transitions documentation, Global Plus/AddVantage/Trust Desk applications
Responsibilities
Process account opening, amendment, closing, and taxlot update requests; Answer client queries via phone and email; Lift trade/cash restrictions on accounts; Ensure high accuracy and minimize errors in transaction processing; Handle confidential client personal details
Seniority
Individual Contributor, Specialist