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Client Services Representative : Funds & Banking

Client Services Representative : Funds & Banking

ConfidentialMumbai, Mumbai City
10 days ago
Job description
  • Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support
  • Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers / settlements, differences, and breaks
  • Support Operations Service in their Securities / Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
  • Ensure query resolution till completion within agreed service levels and client satisfaction
  • Commit to a culture of continuous improvement and centered on client service
  • Deliver excellent client service while continuously challenging our process efficiency and behavior
  • Qualification

    • Education : University degree (Bachelors) required
    • Experience : Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and / or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking / finance process
    • Passion for dealing with clients and understanding of securities and global custody products
    • Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
    • Strong problem-solving skills and ability to work under pressure
    • Focused on client service and timely resolving of client enquiries
    • Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
    • Fluent in English (any other European language is a plus)
    • Company Benefits & Perks

    • Competitive salary package
    • Performance-based annual bonus (cash and stocks)
    • Group Medical & Life Insurance
    • Modern offices with free amenities & fully stocked cafeterias
    • Monthly food card & company-paid snacks
    • Hardship / shift allowance with company-provided pickup & drop facility
    • Attractive employee referral bonus
    • Frequent company-sponsored team-building events and outings
    • Depending upon the shifts
    • The benefits package is subject to change at the management's discretion
    • Skills Required

      Problem Solving, Client Service, global custody, Communication

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    Client Service Representative • Mumbai, Mumbai City

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