What are the responsibilities and job description for the Wealth Management Operations Specialist position at Advantage xPO?
About the Role
We are seeking a highly organized and detail-oriented individual to join our team as a Client Analyst. This 12-month contract position has the potential to convert to a permanent seat at the bank, provided strong performance and business need justify conversion.
The ideal candidate will possess excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment. A working knowledge of Word, Excel, Outlook, and PowerPoint is required, along with the ability to think clearly under pressure.
