Job Description

Job Title: Brokerage & Wealth Sales Admin
Class Level: 10/11/12
Location: Chennai
NP: Immediate to 45 days
Skills: Wealth Management with Client onboarding , account maintenance, good communication
:

• Experience in servicing of account maintenance, updating beneficiaries, money movement, etc. along with more complex functions like account opening, estate administration, signing paperwork etc.
• Work closely with the field Support Specialists team to help the client within any segment (Wealth, Reserve, Signature) with any banking, mortgage, credit card, fraud, etc. in need.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner.
• Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team
• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
• Monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
• Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
• Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.