About this role
Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru at Candidate Experience Site - Lateral. Location: Bengaluru, Karnataka, India. Role: triaging inquiries, assisting advisors, preparing reports Requirements: Ability to triage client inquiries, support wealth advisors, manage account onboarding and reporting; proficiency in Microsoft Office and Salesforce; strong communication and confidentiality. Category: Business Operations Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Salesforce Commitment: Full Time Workplace: Onsite Languages: English