Job description
We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.
The Fee Specialist – Global Family Office specializes and supports fee activities for complex Global Family Office - Wealth Management Clients. This individual will act as a Custody Fee Subject Matter Expert (SME) and resource for team members with inquiries and best practices. Additionally, they will be responsible for fee invoices for specific GFO clients.
Duties include:
- Working with Relationship Managers (RM) and Account Managers (AM) to learn and understand the intricacies of the clients’ needs in relation to fees
- Acting as a GFO subject matter expert (SME) on fees
- Joining the Relationship Managers (RMs) and /or Account Managers (AMs) on client calls as needed to resolve client questions and issues related to fees
- Participating in new business fee schedule discussions with the RM, AM and sales team to form an understanding and to clarify all charges for the new client
- Completing monthly/quarterly fee invoice audit for each assigned client within outlined Service Level Agreements (SLAs).
- Ensuring fee template (FET) is accurately updated for each assigned client by communicating changes via ERM and auditing for accuracy
- Documenting and maintaining special client procedures
- Maintaining master client spreadsheets to reflect any changes to assigned clients
The successful candidate will benefit from having:
- Strong Excel knowledge and experience (i.e. Pivot Tables and VLookup)
- Analytical, problem solving, and organizational skills are required to identify and resolve issues of the assigned specialized activities.
- Strong attention to detail
- Self-starter with the ability to work independently
- Wealth Management and/or previous fee knowledge preferred
- Minimum 1-2 years’ work experience in the financial industry
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