Role : Operations Associate - FIS AddVantage
Location : Phoenixville, PA (Hybrid)
Type : Contract / Contract to Hire
Need candidate to work onsite from Day 1 (Hybrid Basis)
Job Description:
The Operations Associate supporting wealth management on the FIS AddVantage platform is responsible for executing and managing day-to-day operational processes across the client and investment lifecycle.
Key Responsibilities:
- Includes handling client onboarding, transaction processing, portfolio accounting, trust accounting and maintaining accurate client and account records within the FIS Add Vantage platform
- Ensuring timely and accurate processing of client data, reconciling data, securities transactions, resolving client or advisor queries, and supporting compliance with regulatory process requirements.
- Leveraging Add Vantage’s platform capabilities, the associate provides customer servicing, supports advisors, and contributes to improving client and advisor experience
- Perform daily tasks as per Standard Operating processes.
- Monitor and report, Investigate and resolve issues
- Collaborate with front office and other team members as required.
- Maintain documentation and audit trails
- Ensure compliance with company policies, procedures, and regulatory requirements.
- Assist in process improvement initiatives and system upgrades. Perform User Testing, Operations Health checks, etc. Assist with new client onboarding or transfer from another system
Qualifications:
- 3 - 5 years of experience in wealth management
- 3+ years of experience on the FIS AddVantage platform
- 2 or 3 of the above functions across the wealth management value chain combined with FIS Product knowledge e.g. KYC , Onboarding + FIS AddVantage, Trade settlement & Reconciliation + FIS AddVantage
- Strong attention to detail and accuracy.
- Industry experience in wealth management
- Excellent organizational and time management skills.
- Ability to work independently and as part of a team in a fast-paced environment.
Preferred Skills:
- Strong analytical and problem-solving skills.
- Process consulting, platform migration skills
Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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