7 Account Onboarding Jobs

You will be responsible for reviewing employee disclosures related to personal trading accounts and taking necessary actions such as setting up feeds, notifying account closures, and following up on outstanding items. This includes handling account onboarding formalities with employees and/or brokers, updating trackers to track volumes accurately, and ensuring completion of feed set-up consent formalities and managed account forms. You will also need to review post-trade exceptions to identify potential non-compliance issues, document findings, and disposition exceptions according to procedures and documentation standards. This will involve thorough analysis to ensure compliance with regulatory requirements. In addition, you will be required to review employee transaction confirmations and quarterly statements that need the Employee Compliance team's attention. Updating employee holdings in the PTA system accurately will be crucial for record-keeping and compliance with internal policies. Your role will also involve examining terminated employee accounts and initiating feed disconnection requests in a timely manner. Coordinating with relevant departments to ensure all necessary actions are taken promptly is essential in this process. Furthermore, you will be responsible for resolving personal trading data issues, such as account number mismatches or incorrect security set-ups, to address any data load errors. Attention to detail and effective problem-solving skills will be necessary to maintain data integrity.,

Responsible for On-boarding and Maintenance of Non individual in particular and Individual accounts. Deliverable data management Error Free processing of Acc opening, Customer requests as per guidelines and ensure checks and controls. Regulatory guidelines on CKYC, Re-KYC are met. Validation of TAT Compliance and any exceptions are reviewed for closure with Team Lead. Review the data for accuracy and work on improvement to ensure that good data gets into system. Continouous effort to ensure data is accurate. Regular MIS on the process and exceptions to highlight for improvement and automation. Review of Exceptions / Rejects for bringing in improvement in process, control and education purpose. Training to the team on process adherence and controls.

Senior Institutional Investment Operations Specialist - EMEA Transaction Reporting About this role: Wells Fargo is seeking a Senior Institutional Investment Operations Specialist In this role, you will: Assist in lifecycle support for institutional trade flow Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues Lead or participate in moderately complex initiatives and deliverables Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives Identify and recommend opportunities for process improvement and risk control development Provide leadership to bring groups together to resolve multi-faceted complex issues Serve as a leader on projects along with internal and industry related initiatives Review and analyze complex functional and operational tasks that require in-depth evaluation Exercise independent judgment and resolution to guide the deliverable Resolve moderately complex issues Lead team to meet functional area projects, and process deliverables Leverage solid understanding of functions, policies, procedures and compliance requirements Mentor and assist analysts Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Knowledge of transaction reporting operations including SFTR, EMIR, MiFIR/MiFID I & II requirements. Working product knowledge in OTC Derivatives/Fixed Income and Equities spaces. Solid analytical skills. Experience of working with project and technology stakeholders to deliver change. Solid communication and organisational skills to work with local and remote Operations, Technology and Compliance stakeholders. Proficient with Microsoft Excel (VBA preferred) and Alteryx.

About this role: Wells Fargo is seeking a role for Institutional Investment Operations Specialist In this role, you will: Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements Assist leadership in bringing individual or teams together in order to resolve complex issues Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue Provide subject matter expertise on projects along with internal and industry related initiatives Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Required Qualifications: 2+ years of experience in one or a combination of the following: middle office, collateral, documentation, project management, business operations or strategic planning in financial services years of management experience. Desired Qualifications: Bachelor's degree, or a business-related field is strongly preferred Excellent communication skills both written and verbal Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products Be highly collaborative and team-oriented Demonstrate strong analytical and interpersonal skills Ability to work with impacted areas to understand complex problems Ability to work in a fast-paced, team-oriented environment Strong multi-tasking abilities in a high performance, high demand environment Ability to think strategically, drive consensus and influence decision making Job Expectations: Accurately review and remediate breaks, which includes, but is not limited to Dodd Frank, QFC Record keeping, QFC Resolution Stay and MiFID II and various legal notices covering swaps and trades. Working on daily BAU along with remediation process Contribute to large scale planning related to process, procedures and efficiencies dealing with internal and industry related initiatives and deliverables. Identify and recommend opportunities for process improvement and risk control development Review and analyze complex functional and operational tasks that require in-depth evaluation for scalability. Excellent verbal, written (including drafting), and interpersonal communication skills. Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data. Ability to research, compile, and perform complex analysis on critical operational data. Ability to interact with all levels of an organization. Experience working with changing priorities and deadlines. Highly motivated with ability to drive results. Highly organized with very strong attention to detail. Excellent presentation skills. Ability to work with impacted areas to understand complex problems. Ability to multi-task, perform under pressure and meet tight deadlines. Collaborate with U.S. based QFC RK Data Team to implement tactical and strategic solutions to establish and administer Data Control Reports, which includes identifying data breaks, perform root cause analysis entailing deep dive, complex data analysis, and remediate and/or escalate breaks. Develop procedures and workflows to support BAU processes around Data Controls and analysis and remediate and/or escalate breaks as well as help develop controls required to prevent future breaks. Proactively identify and raise data break issues to technology, business, compliance, upstream system owners and recommend clear options and recommendations that drive decision making toward resolution. Prioritize critical issues and coordinate communicating among senior leadership. Follow, and assist in developing, complex processes and procedural issues in a fast paced environment within firm deadlines Coordinate efforts to consult and coordinate with technology, business, areas and development teams to gather requirements, drive design, and delivery of enhancements to data control reports and ensure deadlines are met. Team Lead in support functions that includes providing guidance and direction to junior staff, oversight of administrative and operational efforts to identify, analyze, and remediate exceptions, compliance issues, risks and gaps in processes. Consult with Legal, Compliance, Ops Risk, Technology, Business areas to establish and support strategic controls and ensure all adequate controls and processes are in place. Assist QFC RK U.S. based Data Team to drive systems/change initiatives, business continuity plans, and to identify development required to ensure legal and regulatory adherence.

At MakeMyTrip, our client relationships are our top priority. Were looking for a dedicated and personable account manager to maintain our clients’ accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service. Applicants should also be comfortable working with spreadsheets, audits, and other organizational software. If this sounds like you, apply today and help us build meaningful, long-lasting relationships that move our business forward! Objectives of this Role • Act as the main point of contact in all matters relating to client concerns and needs • Build and strengthen client relationships to achieve long-term partnerships • Maintain accurate client records, keeping track of any contract updates and renewals • Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met • Develop a thorough understanding of our products and service offerings to upsell better and cross-sell to clients. Daily and Weekly Responsibilities • E-Meet regularly with clients to discuss progress and find new ways to improve business • Identify upsell, cross-sell, and renewal opportunities and communicate with the client Key Skills Required • Minimum Sales experience of 3 years (B2B preferred) • Excellent communication skills are required (English mandatory). • Comfortable working on a CRM • Good listeners and problem solvers • Great rapport-building and customer servicing skills. • Research (prospecting) skills • Proven track record of customer acquisition/hunting • Start-up, Fintech, and SaaS industry experience is a plus!

Introduction In this role, youll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology In this role, youll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology. Your role and responsibilities The role supports full end to end software development cycle, from initial client engagement, through assessments and road-mapping, to longer term engagement in an advisory capacity. As an Application Security Consultants, the person should leverage the technical expertise of the security competencies, varied product and delivery capabilities Required education Bachelors Degree Preferred education Masters Degree Required technical and professional expertise Candidate with 8 + years of experience in IT domain with 3+ years on Delina (Thycotic) PAM implementation with Thycotic Certification (Optional). Experience in development and end to end implementation, design and architecture of privileged access solution using Delina Secret Serveries Experience in Installing and upgrading secret server, onboarding secrets, remote password changing, configuring roles & Permissions, configuring folder structure, secret templates, secret policy, launchers, session recording, account discovery, sites, event subscriptions, event pipeline policy and other operational activities for Delina Secret Server Preferred technical and professional experience Knowledge of Web Services (REST/SOAP), Directories (LDAP, AD), etc and PowerShell scripts in PAM solution REST API Automations using PowerShell Scripting (Bulk Upload Utility options, Account Onboarding PowerShell Script, User Deletion using Script PowerShell Script) Good understanding of LDAP concepts and working experience with at least few of the following directories: Oracle Internet Directory/Oracle Virtual Directory, Sun Directory Server, Active Directory, Tivoli Directory Server

Position: CyberArk Engineer Experience: 5+yrs Location: Remote Shift: 1PM to 10 PM Key Responsibilities : Install, configure, troubleshoot, and maintain implementation of CyberArk PAM. Create, maintain, and monitor policy configurations for password and session management. Integrate various target platforms (such as LDAP, Windows, Unix, Databases, Network devices etc.) with CyberArk for credential management. Configure connectors and related policies for applicable target systems. Perform privilege account onboarding and connector management. Troubleshoot issues with account onboarding, password management, session management, and proxy session connections through deep-dive investigations. Perform integrations with supporting systems for Authentication, Authorization, Notifications, IT Service Management etc. Provide support for planned maintenance activities such as upgrades, DR/failover testing etc. Develop clear and concise documentation and liaise with the PAM support team to facilitate day-to-day operations. Requirements Minimum 5 years of CyberArk PAM hands-on experience. Additionally, any PAM experience would be an asset. Experience in deploying and/or maintaining HA & DR PAM environments. Exposure to working with the cloud versions of CyberArk would be an asset. Strong understanding of IAM/PAM environments and exposure to IT infrastructure components such as Active Directory, Windows and Linux server operating systems, network devices, virtualization etc. Nice to have exposure to working with the product REST APIs to automate routine tasks. Nice to have PAM architecture and design experience. Nice to have a good understanding of business, audit, and regulatory drivers. Good understanding of data center networking concepts. Good understanding of the main operating systems (Windows/Linux/AIX). Good understanding of information security concepts (Confidentiality, Integrity, Availability). General knowledge of Security and technology standards (e.g., infrastructure, architecture, processes, applications). Good communication in both written and verbal areas. Proactive team player with effective time management skills; ability to work independently, manage multiple deadlines/projects and keep key players informed. Education/Accreditations: University, College degree (BE/BTech/ME/MTech) or equivalent experience with suitable security designation. PAM Vendor certifications like CyberArk PAM Certified Delivery Engineer (CDE-PAM) would be an asset.