Key Responsibilities
Monitoring, validating and recording new portfolios and client amendments.
Processing closed accounts, and Loss of Contact clients including static data amendments and reporting.
Produce regular reporting such as Contract Notes,
Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries.
Reviewing returned post and Loss of Contact...
Operations Analyst Private Wealth in London employer: City Recruitment Associates Ltd
As an On-boarding Analyst in Wealth Management, you will thrive in a dynamic and supportive work environment that prioritises employee development and collaboration. Our company offers comprehensive training programs, competitive benefits, and a culture that values innovation and integrity, making it an excellent place for professionals seeking meaningful and rewarding careers in the financial sector.
Contact Details:
City Recruitment Associates Ltd Recruitment Team
