Job Description
Wealth Management Client Service Analyst
Credicorp Capital is seeking an experienced, productivity‑focused analyst to support client onboarding and investment operations in the Wealth Management division.
Responsibilities
- Open individual, joint, corporate, and margin accounts.
- Manage ACATS, journals, free deliveries, free receives, wire transfers, and other asset movement requests for existing clients.
- Instruct external (wire transfers) and internal (journals) transfers from Credicorp Capital US accounts.
- Consult with Operations to determine if assets can be held at Pershing before reception and confirm to the banker which assets can be received.
- Gather supporting documents sent by the client and complete account opening forms.
- Track assets to ensure they arrive at or leave Pershing, and submit all documentation to the Onboarding team.
- Request the Operations team to update the cost basis of receiv...