Wealth Management Specialist
Gratitude IncWealth Management Specialist
Job Description
Key Skills
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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
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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