Mumbai, Maharashtra, India
5 days ago
Client Operations Specialist

As an operations analyst in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, you may be the perfect fit for our team.

Job Responsibilities

Process/ validate account opening & various types of maintenance requests for the accounts of Private Banking clients. Ensure that all requests are completed before cutoff and there is no SLA miss. Liaison with onshore partners and investor groups for timely resolution of exceptions/queries. Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group. Contribute towards other processes during the cyclical phase of low volumes.

 

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