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Support Financial Advisors by coordinating client onboarding, managing communications and CRM, preparing account paperwork, processing transactions, organizing client events, and ensuring regulatory compliance to deliver exceptional client service.

Provide high-touch administrative support to a London-based investment team: manage complex calendars, coordinate international travel and expenses, handle deal administration and Salesforce updates, plan events, prepare board materials and reports, ensure compliance with FCA rules, support onboarding, and deliver strong client-focused service on a fixed-term contract.

Partner with Fixed Income Capital Markets business and IT to drive analysis, discovery, and delivery. Translate business needs into requirements, process flows, and user stories; validate outcomes; support agile delivery; build domain expertise; facilitate stakeholder alignment; and help improve team practices and analysis capability.

Manage corporate compliance processes including associate training, registrations, disclosures and attestations; respond to compliance inquiries; monitor and report disclosures; identify and investigate compliance risks; collaborate with Compliance Analytics, Business Process, and IT to improve workflows; support ad-hoc Corporate Compliance projects.

Oversee branch operations and manage financial advisors and support staff. Drive branch revenue, recruiting, profitability, budgets, compliance, and associate development. Coach advisors, support PWM strategy execution, manage staffing and legal/compliance issues, and serve as local brand ambassador.

Provide client onboarding and operational support to Financial Advisors: manage prospect pipeline, prepare proposals and account paperwork, open and transition accounts, maintain CRM, handle client communications and calls, schedule meetings, assemble meeting materials, process transactions, monitor investment opportunities, coordinate events and social media, and ensure regulatory compliance and confidentiality.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, process account transactions, assist with events and social media, and ensure regulatory compliance.

As a Client Specialist, you'll provide operational support to Financial Advisors, handle client onboarding, and maintain effective communication and documentation, aiding in the growth of wealth management strategies.

Provide administrative and client-service support to an institutional sales team: manage scheduling, travel and logistics, maintain CRM and client records, prepare materials and interaction reports, coordinate internal stakeholders, process expense reports, handle communications, and support team events.

Provide technical support and client service via phone and email, troubleshoot moderate technical issues, assist with system administration, support QA testing, analyze and improve automated processes, update process documentation (BPMN/DMN), and collaborate with stakeholders to implement solutions.