Job Description
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...
**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...