Wealth Operations Analyst

We’re looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options, reviewing, and analyzing the information, and applying independent judgment based on process guidelines.

Position Responsibilities:

• Process all routine and standard transactions
• Maintain 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
• Identify and solve basic and complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
• Recognize the need to escalate complex cases
• Prioritizing departmental work to accommodate fluctuating or unplanned work
• Understand the implications of action or inaction and make appropriate decisions on semi- complex issues

Required Qualifications:

• 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
• 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 change.

Preferred Qualifications:

• Open to working a night shift schedule

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.