Associate - Senior Tech Support

A Specialist in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.

Key Responsibilities and Duties

• Process Management Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy. Assist the development and updating of SOPs and process documents.
• Quality assurance Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate. Identify improvement opportunities in the underlying process and implement the same.
• Training Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Partner with the business leaders to provide timely updates and insights on the current process

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Career Level

7IC

Senior Support Analyst

The Senior Support Analyst job works in the technical design, development, and implementation of application systems. While working independently with limited supervision, this job delivers new design and development specifications based on customer requirements, while adhering to standard procedures and techniques.

Key Responsibilities and Duties

• Implements detailed business, functional and technical requirements and specifications for applications.
• Develops applications and configures commercial-off-the-shelf (COTS) applications using programming, scripting, and database languages.
• Manages application testing, deployment, maintenance, and evolution activities by correcting programming errors, responding to scope changes, and coding application enhancements.
• Prepares activity and progress reports regarding applications systems analysis and programming sections.
• Tracks and maintains up-to-date records of all configuration updates.
• Prepares and reviews the work of lower level professionals.

Educational Requirements

Work Experience

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

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