32 Client Documentation Jobs

As a Client Experience Associate in the luxury furniture and dcor industry, your primary responsibility is to provide exceptional and personalized showroom experiences to elite clientele. You will welcome clients into our elegantly curated showroom, offer personalized walkthroughs of premium collections, and engage with clients to understand their needs and preferences. Providing bespoke recommendations reflecting their unique taste and lifestyle is a key aspect of your role. - Welcome clients into the showroom and offer personalized walkthroughs of premium collections - Engage with clients to understand their needs and preferences - Provide bespoke recommendations reflecting their unique ta...

Role & responsibilities Prepare, review and file all property transaction documents including Agreements to Sell/Buy, Sale Deeds, Lease Deeds, Power of Attorney, and MoUs, ensuring accuracy and legal compliances. Conduct title verification and obtain encumbrance certificates for properties, coordinating with legal advisors where necessary Manage know your Customer (KYC) documentation for clients including PAN, Aadhaar, address proof, and bank details. Draft, vet, and maintain standard brokerage agreements and client engagement documents. Ensure all business registrations and licenses (RERA, GST, Municipal Licenses) are updated and compilant with local statues. Maintain detailed transaction r...

As a candidate for this role, you will be responsible for running the process for Account Opening, KYC, Account Maintenance, and Account Closure activities. Your main duties will involve handling instructions and enquiries from stakeholders to ensure that the Bank's SLAs are met in achieving Customer Satisfaction. Additionally, you will be required to ensure client documentations are in compliance with internal KYC policies, Compliance, and Regulatory Requirements. You will also be responsible for coordinating with the Relationship Teams to ensure that the business requirements are met. Moreover, part of your role will involve identifying the risk factors associated with the customer and scr...

Role Overview: As a Senior Managed Services Client Delivery Specialist at NTT DATA, you will be an advanced subject matter expert responsible for overseeing the end-to-end delivery of managed services contracts to clients. Your role involves supporting the business, protecting the company's reputation, and ensuring client satisfaction by managing local, medium to large complexity contracts. You will work closely with cross-functional teams to meet and exceed client expectations, manage service delivery, and ensure contract profitability for assigned client contracts that are complex by nature and typically across multiple sites and/or service offerings. Key Responsibilities: - Ensure client ...

As a Senior Managed Services Client Delivery Specialist at NTT DATA, you will be an advanced subject matter expert responsible for overseeing the end-to-end delivery of managed services contracts to clients. Your role is crucial in supporting the business and safeguarding the company's reputation by managing local, medium to large complexity contracts. You will work closely with cross-functional teams to ensure client expectations are not only met but exceeded. Your responsibilities will include ensuring service delivery, contract profitability, proactive client communication, project management, technical oversight, and problem-solving. Key responsibilities: - Ensure client satisfaction by ...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. This is an exciting opportunity to join a dynamic, tightly-knit team of global power and utilities technology experts leading the energy transition, and be on the forefront of digital, data-driven network operations to facilitate the better working world. As part of EY, you will work with global companies combining your technical expertise, ...

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 m...

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. Can...

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 ...

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 ...

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 ...

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 e...

Details: Job Description The Level 2 Team is considered the face of IT and for our clients the window to the wider technology groups. Its responsibilities lie predominately in resolving BAU tickets created by the Level 1 Team and reacting to escalations. Individual team members will attend a clients' desk to provide best-in-class technology support or use remote tools to assist clients in remote offices or who are working from home. Excellent communication and customer service skills are essential along with strong technical troubleshooting abilities. Responsibilities: Provide swift and professional deskside IT support Perform on-site analysis, diagnosis, and resolution of desktop problems f...

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 & c...

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 Understan...

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...

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, d...

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 e...

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 m...

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. Can...

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 ...

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 ...

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 ...

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 an...