Kennedy Pearce recruits efficient Wealth Operations professionals who support the administration, processing, and reporting of wealth management portfolios for high-net-worth clients.
Typical responsibilities for Wealth Operations roles include:
Processing transactions including trades, settlements, and corporate actions
Maintaining accurate client portfolio records and data integrity
Reconciling investment accounts and resolving discrepancies
Supporting compliance and regulatory reporting requirements
Collaborating with portfolio managers, client advisors, and back office teams
Managing client onboarding and KYC documentation
Preparing operational reports and performance analytics
Assisting with system upgrades and process improvement initiatives
Monitoring and ensuring adherence to service level agreements (SLAs)
Handling client queries related to operations and account servicing
Kennedy Pearce places Wealth Operations professionals with strong attention to detail, financial knowledge, and experience in wealth or asset management operations.
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