We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself,. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
You will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
Job Responsibilities:
1. Operational support to Bankers and wider integrated team, where appropriate
2. Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
3. Help support Bankers with updating account documentation / authorities & Sig Listson an ad hoc basis and within the role of managing client Periodic Review process
4. Help with business and banker projects and strategies for prospects and clients including subscription and content management
5. Help with team projects and admin (weekly flows commentary, pipeline reporting
6. Support to resolve ad hoc client queries and standard reporting
Required Qualifications, Capabilities and Skills:
7. University degree, preferably in finance, law or business related subject (or equivalent)
8. Absolute discretion when dealing with confidential matters
9. PowerPoint and Excel expertise required
10. Excellent interpersonal skills, both written and oral
11. Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
12. Good judgment and problem solving skills
13. Ability to work both independently and as a team player