Duties: • Act as a resource to the portfolio managers - assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports. • Support activities related to the transition of accounts to Merrill Lynch investment platforms • Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading. • Monitor portfolio exception and compliance reports. • Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk • Handle incoming inquiries from advisors, provide a professional investment experience, and resolve account-related issues accurately and efficiently • Maintain accurate and timely client files and notes to ensure all critical information is reflected. • Collaborate with Operations to ensure accounts are properly onboarded and billed, while confirming fee accuracy
Skills: • A minimum of two years in the financial services industry is expected. • Strong technology skills and proficiency with Excel, Python and SQL is highly preferred • Well organized, with meticulous attention to detail, and able to prioritize responsibilities effectively in a fast-paced environment • Candidate must demonstrate a strong interest in global financial markets. • Successful candidates will be self-starters able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time. They will have strong interpersonal skills, and will be expected to develop relationships with Financial Advisors, clients, sales teams, marketing teams, and other functions within the division.