Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst

Job Summary

Serving as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiries and tracking client priorities.

Responsibilities

• Asist Advisor teams, who work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and other high-net-worth individuals
• Work closely with Wealth Advisor teams to support their AYCO clients
• Leverage your operational background and experience to contribute to a growing business
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
• Manage cash balances and private banking services in accounts
• Resolve time sensitive client service-related issues, including complex situations
• Plan and manage new account onboarding process, asset transfers and other account service requests
• Managing the pipeline of new business opportunities in Salesforce
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Facilitate various aspects of client portfolio performance reporting and analysis
• Assist with tax activities, including tax return quality control, estimated payments, e-filing
• Interface with internal groups to complete various investment and operational tasks.
• Complete positive/negative consent client emails, handle exception tracking and comments.

Basic Qualifications

• CA fresher Sep25 cleared
• Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• Demonstrated excellent verbal and written communication skills
• Demonstrated ability to multi-task in a fast-paced environment

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