Associate, Client Support Services

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Position Overview

Position Overview

The Associate – Client Service (Maxit CSS) is a key member of our offshore operations team, based in Bangalore. This role supports clients in the financial services industry, primarily broker-dealers and wealth managers, by delivering high-quality transactional and tactical support across cost basis and tax reporting services.

The position is predominantly transactional, focused on executing service requests, data processing, and client communications. The remaining tactical component involves contributing to process improvements and supporting operational initiatives. This role offers exposure to cross-functional teams and provides a strong foundation for career growth within client service and operations.

Duties and Responsibilities

• Execute daily transactional tasks including data entry, reconciliation, and reporting related to cost basis and tax reporting services.
• Respond to client inquiries with professionalism, accuracy, and timeliness, ensuring high service standards.
• Support tactical initiatives aimed at improving service delivery, operational workflows, and client satisfaction.
• Collaborate with onshore client service teams to ensure consistent and aligned support across geographies.
• Join client-facing calls led by U.S.-based Client Service Representatives to provide offshore support, take notes, follow up on action items, and assist with documentation or issue resolution.
• Assist in the execution of medium- and long-term projects, including documentation, tracking, and reporting.
• Monitor the quality of work and provide informal 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.

Skills and Experience

• 1+ years of relevant experience in client service, operations, support teams, or financial services.
• Bachelor’s degree or equivalent combination of education and experience.
• Proven attention to detail and ability to manage multiple tasks with precision.
• Excellent communication skills, both written and verbal.
• 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 meet deadlines consistently.