Client Support - Associate

About the role

This is a unique opportunity for you to work in the Client Support team to partner with the Business. As an Associate within the Client Support team, you will partner with the Business to deliver exceptional service to our clients.

What you'll do

• Preparing presentations and materials for client and prospective client meetings
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
• Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document…
• Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process

What you need

• Wealth management
• Machine learning
• PowerPoint
• Tableau
• Communication
• Any graduate