Senior Support Specialist, Wealth Management
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Key skills for this role
About the Role
Equiti Group seeks a Senior Support Specialist for Wealth Management in Dubai to deliver high-quality operational support to wealth and asset management clients. The role involves client servicing, onboarding coordination, investment servicing, reporting, and service provider coordination.
Key Skills for This Role
Responsibilities
- Act as day to day servicing contact for assigned clients and relationship managers
- Handle client queries relating to portfolios, transactions, balances, statements, and fund information
- Coordinate onboarding between clients, Relationship Managers, Compliance, and Sumsub
- Support processing of subscriptions, redemptions, switches, and cash movements
- Prepare and distribute portfolio statements, transaction summaries, and performance reports
- Liaise with Custodian, Fund Administrator, Transfer Agent, and internal teams on operational matters
- Maintain records of client instructions and communications
- Assist in documenting servicing workflows and SOPs
Requirements
- 3–7 years' experience in wealth management, asset management, fund operations, or client servicing
- Exposure to mutual funds / ETFs / custody / fund administration preferred
- Experience with multi fund platforms is a strong advantage
- Experience coordinating with Compliance and external service providers is an advantage
- Bachelor’s degree in finance, Business, or related field preferred
Full Job Posting
Company Overview
- Equiti is a pioneering fintech firm and world class provider of multi asset fintech products, from liquidity solutions to in house tech hubs to online trading platforms.
- With over 400 global specialists in 9 languages, Equiti provides clients with access to individual, professional, and institutional brokerage services in Europe, the Middle East, and Africa.
Role Overview
- The Senior Support Specialist, Wealth Management will be responsible for delivering high quality operational support to wealth and asset management clients, acting as the primary coordination point between clients, relationship managers, internal teams, and external service providers.
- The role focuses on client experience, investment servicing, reporting, and service provider coordination, ensuring seamless onboarding, transaction execution, and ongoing portfolio servicing across Equiti Wealth's institutional fund platform.
Client Servicing & Relationship Support
- Act as day to day servicing contact for assigned clients and relationship managers
- Handle client queries relating to portfolios, transactions, balances, statements, and fund information
- Provide timely updates on subscriptions, redemptions, settlements, and operational status
- Support relationship managers with operational inputs for client meetings and reviews
- Maintain proactive and professional communication to ensure strong client experience and retention
- Work within defined SLAs for client response times, transaction processing, and reporting delivery
Client Onboarding Coordination
- Coordinate onboarding between clients, Relationship Managers, Compliance, and Sumsub
- Track onboarding progress and follow up on outstanding documentation or approvals
- Guide clients through onboarding workflows and platform usage where required
- Ensure clients are operationally ready once Compliance approval is completed
- Serve as operational liaison between clients and platform development team during onboarding for feature requests and issue resolution
Investment Servicing & Transaction Support
- Support processing of subscriptions, redemptions, switches, and cash movements
- Track order execution and settlement status with Fund Administrator and Custodian
- Distribute contract notes, confirmations, and transaction summaries to clients
- Monitor settlement timelines and proactively chase pending items
- Support cell specific transaction processing and reconciliation
- Flag unusual transaction patterns or client requests requiring Compliance review
Reporting & Client Deliverables
- Prepare and distribute portfolio statements, transaction summaries, and performance reports
- Support ad hoc client reporting requests
- Ensure NAVs and fund data are accurately reflected on internal systems and client platforms
- Support cell specific reporting and NAV reconciliation
Service Provider Coordination
- Liaise with Custodian, Fund Administrator, Transfer Agent, and internal teams on operational matters
- Follow up on breaks, delays, and discrepancies
- Escalate unresolved issues appropriately and track closure
- Coordinate with institutional fund managers (State Street, Franklin Templeton, BlackRock, etc.) on operational matters affecting client portfolios
Controls, Documentation & Governance Support
- Maintain records of client instructions and communications
- Support Compliance and internal audit requests
- Ensure servicing activities align with prospectus terms and internal operating procedures
- Maintain audit trail of client communications via CRM/ticketing system
Process Improvement & Platform Support
- Assist in documenting servicing workflows and SOPs
- Identify recurring client issues and recommend operational or platform enhancements
- Participate in UAT/testing of onboarding and servicing features
- Serve as operational liaison between clients and platform development team for feature requests and issue resolution
- Contribute to team capacity planning and scalability initiatives as client base grows
Skills & Competencies
- Strong client servicing mindset with attention to detail
- Understanding of fund operations, custody, and investment servicing workflows
- Excellent communication and coordination skills
- Ability to manage multiple priorities in a fast paced environment
- Strong follow through and ownership mentality
- Comfortable working across technology platforms and operational systems
- Ability to work within defined SLAs and metrics driven environment
- Experience with CRM and ticketing systems for client service management
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