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6 Corporate Trust Jobs

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2.0 - 4.0 years

0 Lacs

Pimpri, Maharashtra, India

On-site

Job Description Associate, Client Processing Representative I At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what is all about. Join us and be part of something extraordinary. Were seeking a future team member for the role of Associate, Client Processing Representative I to join our Corporate Trust team. This role is located in Pune. In this role, youll make an impact in the following ways: To help plan and orchestrate execution of the work and build a cohesive team. Provide inspiration, coaching, and feedback to team members, report back on progress to tribe leaders, and give input on people development and performance to relevant chapter leaders. 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. Oversight and reconciliation of accounts. 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. Contributes to the achievement of team objectives. To be successful in this role, were seeking the following: Bachelors degree or the equivalent combination of education and experience is required. 2-3 years of total work experience strongly preferred. Intermediate to advanced excel skills. Attention to detail, multi-tasking, sense of urgency and using initiative. Client Service/Operations experience within financial services is strongly preferred. Corporate Trust background preferred. Finance/accounting, compliance/reporting, reconciliation background experience preferred. CLO/CDO/SOLVAS background preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Heres a Few Of Our Recent Awards Americas Most Innovative Companies, Fortune, 2025 Worlds Most Admired Companies, Fortune 2025 Most Just Companies, Just Capital and CNBC, 2025 Our Benefits And Rewards BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your lifes journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Show more Show less

Posted 4 days ago

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6.0 - 10.0 years

0 Lacs

maharashtra

On-site

As a Corporate Trust Client Services Account Manager at Deutsche Bank in Mumbai, India, you will be a part of the Corporate Bank (CB) team, a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Your role will focus on treasurers and finance departments of corporate and commercial clients worldwide, offering integrated solutions through universal expertise and a global network. The Trust and Agency Services (TAS) team at Deutsche Bank is recognized globally for providing administrative and fiduciary services to the global debt and equities markets. With offices in various locations, TAS supports a wide range of structures, including Asset Backed Securities, CLOs, Corporate Debt, Escrows, and more. In this role, you will manage a portfolio of agency & trustee mandates, such as Syndicated Loans, Project Finance, Escrow, Account Bank and Custody, Eurobonds, and MTN Programmes. You will work closely with the Client Services product team to ensure operational efficiency, risk management, and service quality while participating in deal execution, documentation review, and complex deal reviews. To excel in this position, you should have 6-8 years of banking experience, with a preference for corporate trust experience. Strong legal and client service background, solid debt capital market knowledge, and banking product experience are highly valued. Additionally, you must possess analytical, problem-solving, and communication skills, along with the ability to work independently and under pressure to meet deadlines. As part of Deutsche Bank's team, you will benefit from a range of perks, including best-in-class leave policy, industry-relevant certifications sponsorship, parental leaves, childcare assistance, insurance coverage, and more. The bank also provides training, coaching, and a culture of continuous learning to support your career growth. If you are a proactive, detail-oriented professional with a Bachelor's degree in Engineering, Finance, or Business, and the ability to adapt to complex financial matters, this role offers an opportunity to work in a challenging yet rewarding environment. Join us at Deutsche Bank Group and be a part of a positive, fair, and inclusive work culture where we empower each other to excel together every day.,

Posted 2 weeks ago

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4.0 - 8.0 years

0 Lacs

maharashtra

On-site

As an Associate within the OPS Client Service I team at BNY, you play a crucial role in providing operational support to clients while ensuring high-quality service delivery. Based in Pune, MH HYBRID, you will be responsible for reviewing and acting upon systemic reminders, including mandatory and optional client calls, compliance reminders, and fiduciary items. Your attention to detail and timely actions will contribute to maintaining good client relations and resolving inquiries efficiently. Your responsibilities will include identifying and acting on fiduciary items such as EMMA and TIRA notices, sending reports to clients or bondholders as required, and following up on non-receipt of necessary documents. It will be essential for you to update ticklers accurately, maintain timely tickler maintenance, and meet deliverables to ensure consistent performance indicators. To excel in this role, you should possess a minimum bachelor's degree and at least 3.5 years of prior experience in operations, particularly in Corporate Trust, Client facing, Governance, or Derivatives functions. Familiarity with reviewing client governing documents and knowledge of Fixed-Income Securities markets, Money market, Derivatives, and Capital Market will be beneficial. Strong communication skills, problem-solving abilities, and client-focused mindset are key attributes for success in this position. Your self-management skills, including efficient and autonomous working, adherence to internal control guidelines, and proactive approach to special tasks, will be vital in delivering high-quality service to external clients. Proficiency in MS Office applications, fluency in English, and a proactive, de-escalating, and efficient work approach are essential qualities that will contribute to your effectiveness in this role. Joining BNY will provide you with the opportunity to work in a culture recognized for its innovation, inclusivity, and commitment to excellence. With a track record of awards such as Americas Most Innovative Companies and Worlds Most Admired Companies, you will be part of a team dedicated to making a positive impact on the financial services industry. Embrace this opportunity to grow and succeed while contributing to a workplace that values diversity and equal opportunity. BNY is committed to providing equal employment opportunities and fostering a diverse and inclusive work environment. Join us in our mission to deliver exceptional service and drive positive change in the financial services sector.,

Posted 3 weeks ago

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4.0 - 8.0 years

0 Lacs

maharashtra

On-site

As an Associate, Client Operations I at BNY, you will play a pivotal role in our Client Trust Operations team based in Pune, MH HYBRID. Your responsibilities will include performing both routine and non-routine client service and transactional support functions. You will collaborate with various organizational units to ensure timely service delivery and issue resolution. Additionally, you will process account-related transactions, respond to inquiries, and address problems following established procedures. In complex situations, you will escalate issues to senior colleagues and leverage your industry knowledge to provide solutions to internal and external clients. Moreover, you will contribute to team objectives by completing complex operational tasks within your designated product or functional area. To excel in this role, you must hold a minimum bachelor's degree or an equivalent educational background. With at least 3.5+ years of prior operations experience, preferably in areas such as Corporate Trust, Client-facing roles, Derivatives functions, or brokerage processing, you should possess knowledge of Fixed-Income Securities markets, Money market, Derivatives, and Capital Market. Proficiency in reviewing client governing documents, along with strong MS Office skills (Excel, Word, PowerPoint, and Outlook), is essential. Fluency in English, both written and oral, is a prerequisite. Your problem-solving abilities, client focus, efficiency, and proactive nature will be key to your success in this role. As part of the BNY team, you will embody our values and commitment to excellence. Our accolades, including being named Americas Most Innovative Companies and Worlds Most Admired Companies by Fortune, underscore our dedication to creating an inclusive workplace. We prioritize diversity and inclusion, evident in our high scores on the Human Rights Campaign Foundation's Corporate Equality Index and Disability: IN's Best Places to Work for Disability Inclusion. Additionally, we have been recognized for our sustainability efforts and gender equality initiatives, further highlighting our commitment to making a positive impact in the world. BNY offers a comprehensive range of benefits and rewards to support our employees. As an Equal Employment Opportunity/Affirmative Action Employer, we are committed to fostering a diverse and inclusive workplace where individuals from all backgrounds can thrive.,

Posted 3 weeks ago

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1.0 - 3.0 years

1 - 5 Lacs

Mumbai Suburban, Mumbai (All Areas)

Hybrid

We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regulators and internal stakeholders for audits. Escalate and report issues proactively to relevant teams. Contributing Responsibilities: Understand client types (Individual, Corporate, Trusts) and related database structures. Process account closures, dormant/deceased account management, and blocking/unblocking requests. Ensure secure storage of client documents (electronic/paper). Respond to internal client data queries. Prepare and deliver management reports (daily/weekly/monthly). Ensure SLAs and KPIs for data inputs are met. Provide regional support as per SG and HK time zones/holidays. Maintain strong team collaboration and support training of new members. Contribute to process improvements and updates to procedures. Ensure compliance with operational risk protocols. Required Skills & Competencies Technical Skills: Basic knowledge of client databases and static data processes. PC proficiency and MS Office (Excel, Word). Report generation and data handling. Behavioral & Transversal Skills: Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Analytical thinking and problem-solving under pressure. Team-oriented, adaptable, and able to work independently. Client-focused and responsive. Qualifications & Experience: Education: Bachelors Degree or equivalent.

Posted 1 month ago

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1.0 - 3.0 years

1 - 5 Lacs

Mumbai Suburban, Mumbai (All Areas)

Hybrid

We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regulators and internal stakeholders for audits. Escalate and report issues proactively to relevant teams. Contributing Responsibilities: Understand client types (Individual, Corporate, Trusts) and related database structures. Process account closures, dormant/deceased account management, and blocking/unblocking requests. Ensure secure storage of client documents (electronic/paper). Respond to internal client data queries. Prepare and deliver management reports (daily/weekly/monthly). Ensure SLAs and KPIs for data inputs are met. Provide regional support as per SG and HK time zones/holidays. Maintain strong team collaboration and support training of new members. Contribute to process improvements and updates to procedures. Ensure compliance with operational risk protocols. Required Skills & Competencies Technical Skills: Basic knowledge of client databases and static data processes. PC proficiency and MS Office (Excel, Word). Report generation and data handling. Behavioral & Transversal Skills: Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Analytical thinking and problem-solving under pressure. Team-oriented, adaptable, and able to work independently. Client-focused and responsive. Qualifications & Experience: Education: Bachelors Degree or equivalent.

Posted 1 month ago

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