Servicing Analyst with Technology Expertise
Core
Perform data entry and process asset transfers for high-net-worth clients within a Wealth Management Operations team.
Role type
Servicing Analyst (Wealth Management Operations)
Builds
Asset transfer processes and data records for bank clients
Domain
Canadian Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, asset transfer processing, critical thinking, multi-screen management, external firm follow-up
Preferred skills
experience in Canadian banking transfer department
Technologies
Swift
Responsibilities
Perform data entry tasks accurately and efficiently, Process asset transfers in a timely manner, Prioritize and address inquiries from various branches, Follow up with external firms regarding the status of active transfers, Collaborate with team members and partners to resolve issues adhering to industry standards
Seniority
Entry-level to Junior