IntePros
Job Title: Client Services – Wealth Management
We are seeking a detail-oriented and highly organized Client Services Associate to assist multiple Operations teams that support Investment Management, banking, and loan products throughout the life of an account. This role will be integral in supporting client-facing teams nationwide with cash disbursements and other essential functions.
Key Responsibilities:
- Facilitate cash movement for Wealth Management clients across Investment Management and banking platforms.
- Review documentation to ensure compliance with risk and regulatory procedures.
- Process transactional details to support cash movement, including foreign and domestic wires, ACH, checks, and internal transfers.
- Build strong partnerships with client-facing staff nationwide to ensure seamless service delivery.
- Perform data entry and review sensitive client information across multiple systems and processes.
- Provide support on various operational projects as needed.
Qualifications & Skills:
- Experience in financial services, banking, or investment management operations preferred.
- Strong attention to detail with excellent analytical and problem-solving skills.
- Ability to manage multiple tasks in a fast-paced, deadline-driven environment.
- Proficiency in data entry and working with financial systems.
- Strong communication and collaboration skills to work effectively with cross-functional teams.