2 Client Investigations Jobs

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7.0 - 11.0 years

0 Lacs

pune, maharashtra

On-site

As a Client Service Officer at the company, you will play a vital role in delivering Custody Services to both internal and external institutional clients in the EMEA/US Markets. Your responsibilities will include: - Demonstrating product knowledge of various instruments of Securities Markets - Managing and executing client transactions ensuring compliance with audit standards and completing them in a timely manner - Taking ownership of client investigations and collaborating with operational and middle office teams for effective resolution - Coordinating account maintenance for all products and reporting account status changes, rates, and fee waivers - Enforcing banking policies and procedur...

Posted 2 weeks ago

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7.0 - 11.0 years

0 Lacs

pune, maharashtra

On-site

The Client Service Officer role is a developing professional position where you will apply your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, researching and interpreting information, and defining business issues. Your role will involve integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. You will develop a working knowledge of industry practices and standards with a limited but direct impact on the business through the quality of the tasks/services provided...

Posted 2 months ago

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