Financial Services Professional

Há 3 dias

Belém, Pará, Brasil beBeeWealth Tempo inteiro R$90.000 - R$120.000
Job Summary

We are seeking a highly skilled Wealth Management Operations Specialist to join our team.

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  • Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients.
  • Process new business submissions, ensuring accurate and timely processing of wealth management accounts.
  • Support Guardian Agencies with submitting new business and servicing existing wealth management accounts.

Key Qualifications:

  • Experience working in operations or customer service.
  • Familiarity with wealth management principles and practices.
  • Strong communication and organizational skills.

Responsibilities:

  1. Manage multiple priorities, meeting deadlines and maintaining accurate records.
  2. Provide exceptional customer service, responding to client inquiries and resolving issues promptly.

Benefits:

This is an excellent opportunity for those looking to build a career in wealth management operations. The ideal candidate will have a strong work ethic, be proactive and able to work effectively in a team environment.

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