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Associate, Client Processing
ConfidentialPune16 days ago
Job descriptionClient Processing - IC1Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units / teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events / client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues. Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues. Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions. Contributes to the achievement of team objectives
To be successful in this role, we're seeking the following :
- Bachelor's degree or the equivalent combination of education and experience is required.
- 0-3 years of total work experience is preferred.
- Experience in brokerage processing is preferred. Applicable local / regional licenses or certifications as required by the business.
- America is Most Innovative Companies, Fortune, 2024
- World's Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability : IN - 100% score, 2023-2024
- Bloomberg s Gender Equality Index (GEI), 2023
Skills Required
Financial Services, Client Servicing, Taxation, Operations
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Associate • Pune
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