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Wealth Management Specialist

Gratitude Inc
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1 week ago

Wealth Management Specialist

2-6 Year(s)
Nagpur
Nagpur

Job Description

Key Skills

BPO Call center Wealth Management

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Key points for the requirements:

*Monitors and reconciles scrub audits across customer databases

*Retrieves and imports prices for mutual funds, stocks, bonds, and variable annuities on a daily basis.

*Processes and confirms reconciliations on positions, transactions, prices, corporate actions and cost basis for Midland National Trades, IMA and Midland National Prices at close of business day



 



Location: Nagpur and Chennai



Experience: 2 to 6 years



Shift Timings:

* Monday to Thursday - 12:30 PM to 10:30 PM

* Friday & Saturday - 12:30 PM to 5:30 PM

Role

Any Other

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Any Other

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MyGlit Jobs |  Jobs |   Wealth Management Specialist in Mumbai & Delhi

Marge Torres

Recruiter - Gratitude Inc

NA, philippines

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