Associate, Client Support Services

You will be working as an Associate Client Service (Maxit CSS) at BetaNXT, a leading provider of wealth management infrastructure and real-time data solutions. Based in Bangalore, your role will involve supporting clients in the financial services industry, particularly broker-dealers and wealth managers, by providing transactional and tactical support related to cost basis and tax reporting services. **Key Responsibilities:** - Execute daily transactional tasks such as data entry, reconciliation, and reporting for cost basis and tax reporting services. - Respond to client inquiries promptly and professionally, maintaining high service standards. - Assist in tactical initiatives to enhance service delivery, operational workflows, and client satisfaction. - Collaborate with onshore client service teams to ensure consistent support across geographies. - Participate in client-facing calls with U.S.-based Client Service Representatives, providing offshore support, taking notes, and assisting with issue resolution. - Contribute to medium- and long-term projects by assisting in documentation, tracking, and reporting. - Monitor the quality of work and provide guidance to less experienced team members. - Maintain accurate records of client interactions and service activities in internal systems. - Ensure compliance with internal policies and regulatory standards in all client service operations. **Qualifications Required:** - 1+ years of relevant experience in client service, operations, support teams, or financial services. - Bachelor's degree or equivalent combination of education and experience. - Strong attention to detail and ability to manage multiple tasks accurately. - Excellent written and verbal communication skills. - Familiarity with cost basis and tax reporting processes is preferred. - Ability to work effectively in a team-oriented, cross-functional environment. - Proficiency in Microsoft Office Suite; experience with CRM or ticketing systems is a plus. - Demonstrated ability to follow structured processes and consistently meet deadlines.,