136 Account Maintenance Jobs - Page 2

Job Description About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealt...

Position Overview Job Title: Sales Coverage Support, AVP Location: Mumbai, India Role Description Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies /Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators. The successful candidate will participate in and perform full spectrum of support activities for PB EM client service including collating, prepari...

About the team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing: Acts as a resource to direct leader in support of day-to-day operational functions, performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments that may differ in nature; exercises judgment using acquired skills and knowledge, and re...

About the team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. Wealth Transfer What you will be doing : Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initia...

Role & responsibilities Job Summary: We are looking for a training specialist to support our US Wealth - Brokerage Operations to help employees cultivate their skills and knowledge with Admin Solution work for a US-based wealth management client. The candidate should have strong background in capital markets, excellent communication, analytical skills, and transfer knowledge and skill to achieve high levels of excellence 3 to 5 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry. SME (Subject Matter Expert) in wealth management front-office operations, Cash Management and New Account and retirement services. ...

SUMMARY Treasury Client Onboarding Specialist ===================================== Summary ----------- We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience. Responsibilities - - - - - - - - - - - - - - - - - - - Manage client onboarding processes, collecting and verifying required documentat...

Role Overview: You will be responsible for managing client onboarding processes, coordinating with internal teams for timely account setup, handling client requests for account maintenance, monitoring account activity for compliance with regulatory requirements, supporting account offboarding processes, responding to client inquiries efficiently, and identifying process improvements to enhance client experience and operational efficiency. Additionally, you will assist in preparing reports and documentation for audits and reviews while ensuring confidentiality and security of all client information. Key Responsibilities: - Manage client onboarding processes, including collecting and verifying...

Incedo is hiring!! Position Title Associate Location: Gurugram/Chennai Shifts: Night shifts Education: Any graduate Experience: 1 to 3 years of AML/KYC/Loan documentation exp. is mandatory Notice period: Looking for Immediate to 15 days joiners Responsibilities: Conduct a review of customer file to check for accuracy, completeness, and ensuring all supporting documentation is uploaded Primary contact for expertise on policy and procedures. Responsible for disseminating and implementing changes to the policy and procedures Identify training gaps and needs Liaising with the Middle Office Line of Business for any exceptions and exemptions Initiate and coordinate client outreach for fetching cli...

As a telephonic concierge and primary point of contact for high-value customers of financial institutions, you will provide excellent customer service by addressing inquiries and performing account maintenance on deposits and money market accounts. Your responsibilities will include working with internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. You will follow up as required to close service tickets and inquiries that were escalated or referred to a different business function. Additionally, you will interface with clients to determine present and future needs, discussing progress toward soluti...

Skill required: KYC Screening - Know Your Customer (KYC) Designation: Regulatory Compliance Analyst Qualifications: Any Graduation Years of Experience: 3-5 Years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We em...

Role Overview: As the National Lead for Account Servicing in Wholesale Banking, your role involves supervising Team Leaders across 5 regions and 10 offices in India. You will oversee 50+ team members servicing clients and Relationship Managers. Your primary responsibility will be to serve Corporate and Wholesale banking clients by facilitating the opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, and Nodal accounts. Additionally, you will manage the collection of documents, verification, and timely processing of Account maintenance requests such as signatory management, KYC/Re-KYC, and Term deposit requests through respective RP...

As a part of this role, you will be responsible for: - Sending advance mail to the Accounts department for vehicle (Own and Market) transactions. - Resolving issues related to loading, unloading, and other operational matters. - Distributing driver rewards and incentives by the 4th of every month. - Managing diesel distribution to drivers and maintaining their accounts, Fastag top-up, and conducting route analysis. - Monitoring and ensuring the daily running kilometers of the vehicles. - Coordinating driver arrangements for Tata Signa and other vehicles. - Exercising control over all expenses related to vehicles, including diesel costs. - Handling Fastag, Waybill, Fleetax, IOCL, BPCL, RIL, o...

Role Overview: As a Regulatory Compliance Analyst at Accenture, your role will involve working in Client On-boarding, Account Maintenance, Customer Identification Program (CIP), and Know Your Customer (KYC) processes. You will be responsible for conducting PEPs (Politically Exposed Persons) screening and adverse media checks, demonstrating proven analytical skills, problem-solving ability, and meticulous attention to detail. Additionally, you will be expected to build relationships, communicate complex issues effectively, and work well under pressure as part of a global team. Key Responsibilities: - Experience working in Client On-boarding, Account Maintenance, Customer Identification Progra...

Were seeking someone to join our team as an Analyst in the Client Onboarding team within Asia Wealth Management (AWM) Operations primarily responsible for Account Opening, Account Maintenance and Account Closure of PWM clients. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clien...

Process fulfillment orders for Local Business Listings Process Broker/Dealer Changes Process Delegate Access Process fulfillment orders for Print and Seminar materials/collateral Onboarding of new website builds Seminar registrations and communications General Account maintenance of products in systems Simple Conversion and Website Content Migrations SSL Set-up Work with outside vendors (including but not limited to YEXT, Google Ad Words, Local Business Listings, etc.) to help promote client websites and ensure the most up to date information is displaying for them

As a candidate for this role, you will be responsible for running the process for Account Opening, KYC, Account Maintenance, and Account Closure activities. Your main duties will involve handling instructions and enquiries from stakeholders to ensure that the Bank's SLAs are met in achieving Customer Satisfaction. Additionally, you will be required to ensure client documentations are in compliance with internal KYC policies, Compliance, and Regulatory Requirements. You will also be responsible for coordinating with the Relationship Teams to ensure that the business requirements are met. Moreover, part of your role will involve identifying the risk factors associated with the customer and scr...

As an Account Opening Specialist, your main role is to run the process for Account Opening, account maintenance, and account closure related formalities. You are responsible for meeting SLAs and KPIs on a regular basis. Your tasks include verifying requests submitted by Makers to ensure 100% quality, and checking client documentations for compliance with internal KYC policies, Compliance, and Regulatory Requirements. You will need to coordinate with Relationship Teams to ensure business requirements are met. Key Responsibilities: - Run the process for Account Opening, account maintenance, and account closure related formalities - Meet SLAs and KPIs on a regular basis - Verify requests submit...

Sales Coverage Support, AVP Position Overview Job Title: Sales Coverage Support, AVP Location: Mumbai, India Role Description Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual...

Role Overview: As a Securities Banking Specialist at Avaloq, you will play a crucial role in ensuring the smooth functioning of daily banking activities and processes, particularly in Trade Settlement covering Equities, Bonds, Funds, and Structure Notes. Your responsibilities will involve overseeing and executing a wide range of operational tasks, from transaction processing and account maintenance to compliance adherence and risk management. By ensuring that all transactions are completed accurately, efficiently, and timely, you will contribute to customer satisfaction and organizational success. Key Responsibilities: - Process domestic and international transactions, including settlements,...

Role: Senior Process Executive/Process Specialist Exp: 1 - 2+ Years Budget: 3.5 LPA - 5.5LPA Location: Bangalore Flexible Shift Only International Banking experience, Experience in Documents review in Banking Domain Immediate joiner 8489756652 Ramya

As an Analyst in the Client Onboarding team within Asia Wealth Management (AWM) Operations at Morgan Stanley, you will be primarily responsible for Account Opening, Account Maintenance, and Account Closure of PWM clients. Your role involves partnering with business units across the Firm to support financial transactions, implement controls effectively, and develop client relationships within the Product Support & Services division at the Analyst level. In this role, your key responsibilities will include: - Processing transactions/tasks within your coverage area - Responding to client requests accurately and promptly while ensuring compliance with all policies and procedures - Following the ...

As a Full-time Customer Service Representative at our organization, you will play a crucial role in providing exceptional customer service to high-value customers of financial institutions. Your primary responsibility will be to serve as a telephonic concierge, acting as the main point of contact for customers with inquiries related to deposits and money market accounts. You will be required to address customer inquiries, perform account maintenance tasks, and collaborate with internal and external clients and departments to resolve issues and fulfill customer requests promptly. It will be essential for you to follow up on escalated service tickets and inquiries, ensuring that each customer ...

Incedo is hiring!! Position Title: Associate Business Function: Account Operations Department: Account Maintenance, Account opening, Account Administration in Investment Banking, Reference data, Static data RESPONSIBILITY: 1. Ensure all process tasks are completed 2. Respond to data queries and provide support to stakeholders 3. Ensure self and team is escalating critical issues to Department Head/Lead thereby ensuring a seamless process flow 5. Provide ideas to remove complexity and increase productivity by process improvement/lean processes. 6. Contribute actively in documenting procedures and work instructions. 8. Ensure data integrity and strict adherence to SLAs 9. Own, coordinate and d...

Work: Maintain accurate financial records Collaborate with the team on account advisory services Prepare monthly closings & reconciliations Ensure compliance with accounting standards Good learning & Representation skills Ready to travel for meetings Health insurance Annual bonus

We are hiring for below roles. Trade Ops, Custody Ops KYC Account Opening Business Function : Investment Banking Job Location : Chennai/ Gurugram Face to face Interview 1 to 3 years of experience 5 days working Night shifts job- Night shift (US shift) Work from Office Role and responsibilities: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data (Accounting) and External data (Custodian/Banks ) across all asset classes offered by the Bank primarily being Equities, Bonds, Mutual Funds and Derivatives RESPONSIBILITY: 1. Ensuring quality and time efficient production of recons across all asset classes 2. Ensure all process tasks are completed 3. Set...