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Client Services Representative : Funds & Banking

Client Services Representative : Funds & Banking

ConfidentialMumbai
8 days ago
Job description

Responsibilities :

  • 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).
  • Skills Required

    global custody, Problem-solving, Client Service, Bpo Operations, Cold Calls

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    Client Service Representative • Mumbai

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