Operations Associate – FISLocation: Oaks, PADuration: 12+ MonthThe 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 platformEnsuring 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 experiencePerform daily tasks as per Standard Operating processes.Monitor and report, Investigate and resolve issuesCollaborate with front office and other team members as required.Maintain documentation and audit trailsEnsure 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 systemQualifications:3 - 5 years of experience in wealth management3+ years of experience on the FIS AddVantage platform2 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 AddVantageStrong attention to detail and accuracy.Industry experience in wealth managementExcellent 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.