Associate II - Asset Servicing

2 - 4 years

1 - 6 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Voice & Data Associate - Asset Servicing

Voice Associate

  • Handle customer support calls efficiently and effectively.

  • Follow defined SOPs to resolve or escalate issues appropriately within SLA timelines.

Data Associate

  • Process assigned transactions efficiently and accurately.

  • Maintain high standards of output quality and data accuracy in line with SLAs.

Key Responsibilities & Outcomes

Service Delivery

  • Ensure 100% adherence to SLAs related to quality, productivity, and schedule.

  • Process customer transactions or handle voice calls as per SOP.

  • Stay up to date on client process/product changes and ensure full compliance.

  • Provide guidance to new team members to accelerate their process readiness.

  • Take ownership of higher complexity tasks with minimal supervision.

  • Recommend and support automation and process optimization initiatives.

Process Adherence

  • Follow all organization and customer-defined processes.

  • Adhere to policies, ethical standards, and business conduct guidelines.

  • Consult with mentors when in doubt to ensure alignment with standards.

Quality & Reporting

  • Perform quality control checks as required.

  • Report daily task completion, prepare transaction summaries, and update dashboards.

  • Maintain error-free records and compliance with project-level reporting formats.

Issue Resolution

  • Analyze, resolve, and document issues and incidents independently.

  • Collaborate with supervisors or QA to ensure efficiency and productivity.

  • Escalate unresolved or high-impact issues per escalation matrix.

Productivity & Efficiency

  • Complete all assigned tasks with zero/minimal errors.

  • Take actionable steps from feedback and coaching to improve performance.

  • Track progress of support requests and provide timely updates to stakeholders.

Collaboration & Communication

  • Work closely with other delivery towers to ensure SLA-compliant issue resolution.

  • Document and share learnings for individual and team growth.

  • Communicate status updates clearly to internal teams and stakeholders.

Training & Mentorship

  • Complete all mandatory and need-based training on time.

  • Provide on-floor support and 1:1 mentorship for new joiners.

  • Help new members understand the customer environment and processes.

Knowledge Management

  • Utilize documentation tools, SharePoint, and client knowledge repositories.

  • Share knowledge and support continuous improvement initiatives.

Measures of Success (KPIs)

  • 100% adherence to SLA (quality, timeliness, and productivity)

  • Zero client escalations

  • Timely resolution of issues and incidents

  • Completion of all training requirements on time

  • Production readiness of new team members within defined timelines

  • Number of quality outputs, tasks completed, and issues fixed

  • Adherence to defined SOPs and compliance policies

Expected Outputs

AreaOutput Description

Data Processing

Accurately process assigned transactions per SOPs.

Voice Handling

Take customer calls, resolve issues, complete after-call work.

Production

Independently handle complex calls/transactions.

Quality Control

Review transactions of peers and ensure process accuracy.

Reporting

Create reports, maintain trackers, enter data into systems, report status updates.

Issue Resolution

Identify, troubleshoot, and solve issues; escalate per guidelines when required.

Mentoring

Train and support new joiners; foster early team readiness.

Collaboration

Engage with team members and cross-functional units to ensure process success.

Skills & Competencies

Technical Skills

  • Typing speed of 15 WPM with 80% accuracy

  • Proficient in MS Word and Excel

  • Familiarity with Aladdin and tools such as SWIFT

  • Experience in data entry, reporting, and document handling

Core Competencies

  • Customer Focus:

  • Attention to Detail:

  • Teamwork:

  • Communication:

    • Voice:

    • Data:

  • Analytical Thinking:

  • Decision-Making:

  • Learning Agility:

Knowledge Requirements

Domain Knowledge

  • Familiarity with industry-specific domains such as:

    • Banking

  • Good understanding of customer infrastructure and how to correlate process failures

  • Knowledge of trade operations across:

    • Equities

  • Awareness of:

    • Derivatives

  • Working knowledge of:

    • SWIFT Messaging

Operational Familiarity

  • Experience with intake, work allocation, and escalation procedures

  • Understanding of risk controls in asset servicing and transaction handling

Experience

  • 2 to 5 years

  • Prior experience in asset servicing or financial services is preferred

Additional Comments - Asset Servicing Focus

Key Responsibilities:

  • Complete assigned tasks timely; escalate if delayed

  • Resolve stock/cash discrepancies per protocol

  • Handle client and internal queries professionally

  • Escalate risks or unresolved issues responsibly

  • Support process improvements and automation

Skills & Behavior:

  • Reliable in changing priorities

  • Makes decisions confidently; seeks help when unsure

  • Mentors juniors and ensures team success

  • Clearly reports issues as they occur

Must-Have Experience:

  • Aladdin platform experience

  • Attention to detail and Excel proficiency

Nice-to-Have Experience:

  • Derivatives and collateral knowledge

  • Payments, SWIFT messaging, and corporate actions familiarity

  • Awareness of operational risk across asset lifecycles


Required Skills

Asset Servicing,Transaction Management,Trade Finance Operations

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