Client Operations Analyst

Year    Bangalore, Karnataka, India

Job Description


If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team. As team leader 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/Know your cutomerspace, 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 within timelines Create subject matter experts in the team and initiateprojects & initiatives for the team. 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. Required qualifications, capabilities and skills Bachelor\'s Degree in Business Administration or Finance or equivalent work experienceof min 5 years Ability to prioritize effectively and multi-task in a fast paced, team-based environment Possess strong analytical & problem solving skills Have a detail & control orientedmindset Excellent time management and organizational skills Ability to build strong partnerships with key stakeholders, management and colleagues Ability to articulate procedural concepts clearly to varied audiences

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Job Detail

  • Job Id
    JD3026035
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bangalore, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year