Client Account Services - Reference Data Specialist IV

1 - 5 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Reference Data Specialist within the Client Account Services team, you will play a crucial role in ensuring all client requests are handled with precision and efficiency. Your dedication to high-quality service standards and ability to manage day-to-day operations will be key in meeting firm-wide quality standards and operational success. Key Responsibilities: - Understand custody initiations and sub-custody account opening activities. - Provide exceptional customer service to internal stakeholders. - Demonstrate understanding of the Financial industry, with the ability to adapt and learn continuously. - Proactively identify opportunities for process improvements and implement necessary changes. Qualifications Required: - Bachelor's Degree or Graduate Degree. - Minimum of 1 year of experience in the Financial Services industry, preferably with a strong track record in delivery or relevant experience in custody domain. - Proficiency in Microsoft Office tools such as Excel, Word, and PowerPoint. - Strong ability to identify risks and issues, and effectively navigate through them to completion. - Self-reliant attitude with a willingness to learn and develop soft skills.,

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