Job Summary
Join our Wealth Management Operations team and help shape the future of client service. Be at the heart of operational excellence, driving process improvements and collaborating with global partners. Unlock your potential as a leader, supporting transformation initiatives and delivering outstanding results for our clients. Make your mark by fostering a culture of innovation, teamwork, and continuous improvement.
Job Responsibilities
- Ensure all process-level service level agreements (SLAs) for productivity, accuracy, turn times, and staffing are consistently met and improved.
- Manage exceptions throughout the client onboarding lifecycle, ensuring timely resolution and minimal risk.
- Collaborate with upstream and downstream teams to ensure effective communication and resolution of exceptional cases.
- Deliver high-quality performance and accuracy to meet client needs and expectations.
- Ensure adherence...