Hybrid Operations Support - Wealth Mgmt (12-Month)

eTeam; Baltimore (MD); Hybrid; USD 42,000 - 65,000; Full time

Job summary

eTeam in Baltimore, MD is seeking an Operations Support professional for a 12-month contract. The role is hybrid, with on-site needs (3 days/week) and potential full in-office requirements if policy shifts.

A Bachelor's degree is required, and strong communication and client service skills are essential. The Asset Servicing Associate will support Corporate Actions for Wealth Management, ensuring timely announcements, reconciliation of differences, and quality service to Financial Advisors and

Qualifications

• Bachelor's degree required.
• Experience in Corporate Actions or Wealth Management helpful.
• Strong written and oral communication and client service skills.

Responsibilities

• Risk analysis and mitigation
• Assisting in process improvement initiatives
• Process documentation
• Compilation and distribution of management and regulatory reports
• Serve as subject matter expert in Corporate Actions on Equity and Fixed Income for Wealth Management
• Provide incoming phone and case management support
• Ensure timely and high-quality Corporate Actions announcements and events, and reconciliation of residual differences
• Explain complex issues and processes clearly to stakeholders at all levels

Skills

Strong written and oral communication

Client service skills

Critical thinking and active learning

Data integrity and validation

Education

Bachelor's degree

Job description

eTeam in Baltimore, MD is seeking an Operations Support professional for a 12-month contract. The role is hybrid, with on-site needs (3 days/week) and potential full in-office requirements if policy shifts.

A Bachelor's degree is required, and strong communication and client service skills are essential. The Asset Servicing Associate will support Corporate Actions for Wealth Management, ensuring timely announcements, reconciliation of differences, and quality service to Financial Advisors and