Service Associate

Job Description What is the opportunity? As a Service Associate, Operations, you will play a crucial role in ensuring the accuracy and completeness of reconciliation and reporting processes for high net worth and ultra-high net worth client accounts. Your attention to detail and analytical skills will be essential in identifying discrepancies, managing risk, and recommending process improvements. You will develop and apply in-depth knowledge of account reconciliation standards and regulatory requirements to verify and validate client account data and transactions. This will involve conducting thorough reviews of account information, identifying potential gaps or areas of non-compliance, and taking corrective action to ensure adherence to operational and regulatory standards.…