Associate, Central Services Team
Core
Administrative support to client coverage teams in Private Wealth, handling payments, transfers, foreign exchanges, and client enquiries.
Role type
Associate, banking operations
Builds
Domestic and international payments, internal transfers, foreign exchange transactions
Domain
Banking / Wealth Management
Required skills
prioritization, client interaction, banking operations, payment processing, foreign exchange processing, record keeping, risk event reporting, process improvement
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 keeping of transactions, assist with adhoc remediation projects, ensure timely settlement of loan interest and investment fees, serve as point of contact for card and cheque enquiries, act as escalation point for risk events, support Business Management with process inefficiencies
Seniority
Associate, entry-level IC
