Associate, Client Support Services

You will be joining BetaNXT, a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. The company invests in platforms, products, and partnerships to accelerate growth for the ecosystem it serves, empowering clients to deliver a comprehensive end-to-end advisor and investor experience. As an Associate Client Service (Maxit CSS) at BetaNXT, you will be a key member of the offshore operations team based in Bangalore. Your role will involve supporting clients in the financial services industry, specifically broker-dealers and wealth managers, by delivering high-quality transactional and tactical support across cost basis and tax reporting services. Your responsibilities will include executing daily transactional tasks, responding to client inquiries, supporting tactical initiatives, collaborating with onshore teams, and maintaining accurate records of client interactions. **Key Responsibilities:** - Execute daily transactional tasks such as data entry, reconciliation, and reporting related to cost basis and tax reporting services. - Respond to client inquiries with professionalism, accuracy, and timeliness. - Support tactical initiatives aimed at improving service delivery and operational workflows. - Collaborate with onshore client service teams to ensure consistent support across geographies. - Join client-facing calls led by U.S.-based Client Service Representatives to provide offshore support 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. - 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. - Bachelors 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.,