Job Description

Title: Client Service Analyst
Location: Mumbai
Note:

• Specific/ mandatory skills: Looking for someone who has KYC background
• Experience range: 1+ year of experience
• Open to considering fresher candidates (Yes/No): No
• Open to considering relocation/ non-local candidates (Yes/No): Yes
• Contract duration: 8 months
• Shift timings: 1:30 PM to 10:30 PM
• Number of days work from office: 3 days for now
• Preference of hiring only diversity candidates (Yes/No) No

Overview: Business
CB's Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets.
It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts.
The successful candidate will be required to cover European working hours supporting the business globally.
Corporate title will depend on the relative experience of candidate.
Key Responsibilities:

• As a central team provide support to the global Client Services teams on various day to day Client Service functions, these will include Annual Reviews, CCD Validation and Management, Deal Document management, Regulatory reporting etc.
• Support the requirement for Annual Client reviews working closely with the Client Service Teams ensuing accurate records are maintained and completed within the deadline.
• Work closely with the Offboarding teams to actively process the offboarding of clients due to termination of transaction.
• Monitor and update when required Key Operating Documents
• Produce reports for various risk and oversight councils.
• Work on standardization, process improvements and reengineering for on centralized functions.

Your experience and skills:

• Desired background: MBA with experience in Financial Services
• Proficiency in other MS office tools such as Excel, Word
• Excellent verbal and written communication skills
• Experience in conducting and driving meetings with senior stakeholders and global teams
• A willingness to be flexible to meet changing work priorities and tasks, with an ability to manage a high workload, work independently and plan your work to meet deadlines
• An eye for detail, identify data discrepancies and exceptional problem-solving skills