Associate

About the Role

The Estate & Inheritor Services Associate will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert. This is an Associate position at the P2 job level within Client Service & Relationship Management, responsible for managing internal and external client relationships.

Key Responsibilities

• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets, and instruments that influence the team.
• Recognize risk in day-to-day processes to draw out key issues and contribute to process improvements.
• Build relationships within the team and internal stakeholders, sharing knowledge to contribute to team output.
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution.
• Provide dedicated one-on-one support for the client throughout the inheritance process, leveraging effective relationship management skills.
• Proactively communicate with clients by phone and/or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.

Requirements & Tech Stack

• Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests.
• Ability to research and resolve problems and service inquiries and escalate when appropriate.
• Ability to efficiently handle a high volume of requests in a fast-paced environment.

Qualifications

• Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision.
• Culture carrier across Operations, embracing the Firm's core values.
• At least 2 years' relevant experience.