12 Client Documentation Jobs

About Wise Square Wise Square is a process-driven interior consultancy helping homeowners make smart, structured decisions during their interior journeyfrom defining needs, selecting vendors, comparing quotations, to managing quality and timelines. We dont execute interiorswe help clients get them done right. Role Overview As an Interior Designer, youll shadow experienced consultants and assist in every phase of the client journeyfrom scope building to vendor selection to site coordination. This is not a designer&aposs role, but a smart advisory + management internship that combines interiors, project handling, and customer experience. Key Responsibilities - Assist in requirement mapping & client interviews Help prepare Scope of Work (SoW) documents Support vendor quotation reviews & comparisons Help conduct cost-benefit analyses for clients Attend site visits and assist in quality checks & progress tracking Maintain client documentation, reports, and visual updates Ensure professional communication between clientvendorconsultant Willing to travel locally for site visits & meetings Why Join Us Learn real consulting how to manage interiors without getting your hands dirty Structured training in interior planning, budget control, vendor strategy Client-facing exposure build confidence in handling live projects Career pathway into full-time Interior Consultant roles Work with a purpose-driven brand helping homeowners make wise decisions Show more Show less

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary As a Client Data Specialist within our KYC/AML team, you will be responsible for understanding and implementing KYC standards, guidelines, policies, and procedures. You will handle and maintain confidential client documentation, collect and verify confidential client data, and review client data/processes to meet firm-wide quality standards. This role provides an opportunity to engage with the Middle office and be part of KYC/AML interactions, offering a challenging and rewarding environment for growth and development. Job Responsibilities Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD) and Product Due Diligence requirements (PDD) Review of client data/processes to meet firm wide quality standards Interpret alerts and communicating to management when applicable Engage with Middle office and be part of KYC/AML interactions to complete the case as per the timeline. Required qualifications, capabilities and skills Bachelor s Degree or Graduate Degree. Knowledge of KYC is essential with at least 2 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience) Strong research, analytical and comprehension skills, with ability to analyze large amounts of data Client focused with great customer engagement skills Experience in adhering to controls and compliance standards Self-starter with high levels of commitment & motivation to work with data, fix issues and achieve success in a team environment

As a valuable member of our team, your primary responsibility will be to provide prompt, accurate, and friendly customer service. This involves offering cost-effective and comprehensive Insurance coverage to our clients. You will also be required to proactively prospect for new business opportunities through various channels and effectively follow up on warm leads. Additionally, responding to inquiries regarding coverage, policy changes, and insurance availability will be part of your daily tasks. To ensure that our clients make informed decisions, you will utilize a customer-focused and needs-based review process to educate them about different insurance coverage options available. Moreover, you will be responsible for conducting internal and client-facing status meetings. These meetings will provide updates on performance, address any issues that may arise, and focus on continuous improvement. It will also be essential for you to create and maintain detailed project and client documentation. Furthermore, you will play a key role in planning and facilitating client-planning sessions. These sessions are crucial to guarantee that all contractual obligations are met and that the performance of our clients" portfolio aligns with their expectations. Building strong working relationships with clients, stakeholders, and team members is paramount, and effective communication throughout the client life cycle will be essential in achieving this goal. In summary, your role will revolve around delivering exceptional customer service, actively seeking new business opportunities, educating clients on insurance options, maintaining thorough documentation, ensuring contractual obligations are met, and fostering strong relationships through effective communication. If you are someone who excels in customer service, has a keen eye for detail, possesses excellent communication skills, and enjoys working in a dynamic team environment, we encourage you to apply for this position.,

As an Assistant Relationship Manager at Standard Chartered, you will play a crucial role in providing proactive assistance to Relationship Managers (RMs) with various transactional support activities related to new business origination. Your responsibilities will include client research, pitch book preparation, industry leads coordination, and client analysis. You will also be involved in reporting on post-origination activities, client meeting documentation, and briefing note preparation. Additionally, you will support RMs on sales discipline requirements such as the Account Planning process, pipeline maintenance, client call reports, and deal approval submissions. Deal execution support, document negotiation, fee booking, revenue recognition, and portfolio management are key aspects of your role to ensure accurate revenue/returns and limit utilization. Your business responsibilities will involve providing direct sales support to RMs on all origination activities for the assigned ARM client portfolio. Collaborating with RMs, you will be jointly accountable for client revenues and profitability through proactive assistance with transactional support, client research, meeting preparation, and documentation. Completing bespoke client analysis, coordinating with Product Sales, and assisting with deal returns calculations are essential tasks to ensure client-focused services. In terms of processes, you will support the RM in Account Planning and client strategy execution. This includes attending strategy sessions, maximizing cross-sell opportunities, and engaging with internal stakeholders for effective client management. Ensuring compliance with regulatory and business conduct standards, as well as contributing to deal management from origination to post-deal, are crucial aspects of your role. To excel in this position, you should possess corporate banking sales experience, product knowledge, familiarity with industry practices and regulations, and strong analytical and networking skills. An MBA/CA qualification and experience in corporate banking sales are preferred, along with in-depth knowledge of banking products, services, and delivery channels. Join us at Standard Chartered, an international bank committed to driving commerce and prosperity through diversity and inclusion. We offer core bank funding for retirement savings, medical and life insurance, flexible working options, proactive wellbeing support, continuous learning opportunities, and an inclusive work environment. If you are ready to make a positive impact and grow your career with purpose, we look forward to hearing from you!,

Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs. Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot. Ability to support, guide & train other team members. Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors degree in commerce is desires 1-5 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desirable. 1-5 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions.

Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions

Role Title- Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments. Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs. Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot. Ability to support, guide & train other team members. Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors degree in commerce is desires 1-5 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desirable. 1-5 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions.

Transfer Agency Trade Processing Team Business- Dealing Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions.

Transfer Agency Trade Processing Team Business- Dealing Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions

Transfer Agency Trade Processing Team Business- Dealing Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions

Key Responsibilities: Plan and execute marketing campaigns in targeted areas Generate quality leads and onboard customers Manage key accounts, client documentation, and vendor coordination Develop and execute strategic marketing plans Meet or exceed assigned sales targets Desired Skillset: Gender: Male candidates only Fluent in English and Marathi/Hindi Drive sales and marketing activities to promote the app Prior field sales experience preferred Strong communication and writing skills Go-getter attitude with innovative thinking Adaptable, mature, and client-focused approach

Job Title: Client Service Officer Corporate Title: Associate Role Description RTM-Client Service Officer acts as a single point of contact for managing all DB custody Clients for Security Services (SES) business. The scope of the role will to Settlements, Corporate Actions, Income, Reporting, Tax or Account administration across EMEA region Your key responsibilities Provide support to clients on all day-to-day, service/ transactional / client Management related queries applying the highest standards primarily for Securities Services clients across regions. Support with account opening/maintenance/closure for various regions in EMEA. Ensure smooth Onboarding/Offboarding of clients. Prepare and review Newsflash communication to all clients. Participate in Service level agreement preparation and reviews with clients. Participate in Client Calls with sales Team. Escalation management with Network Teams of Client. Manage and participate in Due Diligence visits or calls across EMEA regions. Identification of the need for client visits, their initiation and where necessary, participation. Client Complaints handling and resolution. Knowledge of Invoice and Fee Proposal preparation for clients. Regular Bi-weekly/monthly client meetings to identify growth opportunities in new markets. Participate in Technology projects for SES Business. Review & manage Client documentation. Work closely with client management team to ensure client delight. Contributes to Continuous Improvement activities leading to operational efficiencies. Your skills and experience German Language proficiency is a must. (C1). Have a minimum of 5 to 8 years client services / client facing experience overall and at least a year in the Securities Services business covering Custody & Clearing, Fund Services. Possess excellent communication skills, inter-personal skills and be a strong team player. Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions. Knowledge of markets and settlement practices across European markets. Knowledge of securities operation products, such as OTC settlement, CCP and Xetra settlement, auto-borrowing, etc. Prompt reaction to client and Network escalations. Verbal and written fluency in English/German and possibly other languages. Prompt communication/escalation of extraordinary, difficult, and risk-laden client complaints. Adherence to the internal control, reporting and compliance guidelines. Cooperation within the team, beyond the team (live an open-door policy) and adjoining departments. Realistic priority-setting under consideration of the total scope of tasks set. Efficient, structured, independent, and autonomous working.