Business Analyst in Wealth Management (Toronto)

Business Analyst in Wealth Management (Toronto)

14 Sep
|
d1g1t
|
Toronto

14 Sep

d1g1t

Toronto

Join d1g1t as a Business Analyst focused on client service in wealth management. Collaborate with professionals to enhance client experiences and support their operational needs. As part of our client service team, you will be instrumental in providing implementation and support services.

Your role includes configuring the d1g1t platform, client support, and maintaining vital documentation. You'll engage directly with portfolio managers and operations personnel, ensuring their expectations are met with efficiency and expertise. Key Responsibilities:

- Provide functional and data-related client support
- Configure d1g1t platform as per business needs
- Oversee daily reconciliation processes
- Participate in software delivery and user training
- Develop reports to monitor client success Requirements:
- Undergraduate degree in quantitative or business field
- 1-5 years' experience in financial markets preferred
- Solid skills in Excel, Google Suite, SQL, and Python
- Problem solver with analytical mindset
- Excellent communication and interpersonal skills Enhance your career in fintech by delivering exceptional client support and mastering wealth management analytical tools at d1g1t.

📌 Business Analyst in Wealth Management (Toronto)
🏢 d1g1t
📍 Toronto

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