Client Services Representative: Funds & Banking

1 - 4 years

1 - 4 Lacs

Posted:21 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support
  • Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks
  • Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
  • Ensure query resolution till completion within agreed service levels and client satisfaction
  • Commit to a culture of continuous improvement and centered on client service
  • Deliver excellent client service while continuously challenging our process efficiency and behavior

Qualification

  • Education:

    University degree (Bachelors) required
  • Experience:

    Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking/finance process
  • Passion for dealing with clients and understanding of securities and global custody products
  • Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
  • Strong problem-solving skills and ability to work under pressure
  • Focused on client service and timely resolving of client enquiries
  • Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
  • Fluent in English (any other European language is a plus)

Company Benefits & Perks

  • Competitive salary package
  • Performance-based annual bonus (cash and stocks)
  • Group Medical & Life Insurance
  • Modern offices with free amenities & fully stocked cafeterias
  • Monthly food card & company-paid snacks
  • Hardship/shift allowance with company-provided pickup & drop facility*
  • Attractive employee referral bonus
  • Frequent company-sponsored team-building events and outings

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