Platform Support Associate

Responsibilities

• To be the first point of contact for TPO Invest & TPO Wealth support.
• To be the technical helpdesk support for Investment Champion D2C platform.
• Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus.
• Provide an excellent email and telephone support to internal advisers, client services and paraplanners.
• To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way.
• To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure.
• Process and monitor any relevant business on the TPO Invest Platform.
• Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform.]
• Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate
• Support to the rebalance project for bulk trading for any Advisory Rebalance activity
• Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate.
• Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs.
• Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently.
• Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal.
• Develop and maintain effective relationships with colleagues and third parties.
• Be aware and act upon any compliance, risk, and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Benefits