Processing all routine and standard transactions
Maintains accurate records of transactions to interact effectively with distribution channels and/or clients.
Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
Assist with the documentation of internal and external processes
Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
Recognizes the need to escalate complex cases
Prioritizes departmental work to accommodate fluctuating or unplanned work
Understands the implications of action or inaction and makes appropriate decisions on semi-complex issues.

Bachelor's degree in Business Administration, Finance, Economics or any related course
At least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry.
BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
Amenable to work on a night shift work schedule and hybrid work setup of 3x a week onsite.
Advance Proficiency in MS Office Suite, Outlook and Teams
Excellent communications skills (verbal and written) in English
Client-centric exposure
Analytical, research and problem solving skills
Exposure and understanding of Investment and Wealth Products
Interpersonal skills to interact with, establish relationships with the Business Units.
Time management skills with the ability to be flexible to changing

Wealth Operations Analyst

Key skills