Posted:23 hours ago| Platform: Foundit logo

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On-site

Job Type

Full Time

Job Description

We're seeking a future team member for the role of Associate, Client Processing I to join our Client Processing - CT Operations team. This role is located in Pune, MH - HYBRID.

In this role, you'll make an impact in the following ways:

  • Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
  • Processes account-related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.
  • Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues.
  • Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
  • Performs complex operational tasks in a product or functional area.
  • May be responsible for allocating and checking the work of team members. May be responsible for specific supervisory review and approval actions.
  • Contributes to the achievement of team objectives.

To be successful in this role, we're seeking the following:

  • A minimum bachelor's degree or the equivalent combination of education is required.
  • Minimum 3.5+ years of prior experience in operations (Corporate Trust, Client facing, Derivatives functions, brokerage processing is preferred).

Skill Requirements:

  • Knowledge of Fixed-Income Securities markets, Money market, Derivatives, and Capital Market.
  • Knowledge of the Custody Life Cycle.
  • Strong in reviewing client-governing documents and interpreting the same.

Technical Proficiency:

  • Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook).

Client Communication:

  • Strong oral and written, fluency in English language is a must.
  • Problem-solving orientation.
  • Client-focused.
  • Efficient.
  • Proactive.
  • De-escalating (as required).

Self-Management:

  • Efficient, structured, independent, and autonomous working.
  • Knowledge about systems, their logic, and interaction.
  • Responsible for time management.
  • Adherence to internal control, reporting, and compliance guidelines.
  • Always ready to take on special tasks (if required).

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