0 - 2 years
2 - 4 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
• Opening and linking of accounts on Prime Brokerage system.
• Setting up of accounts on Portfolio accounting system and setting up Client reporting.
• Setting up of accounts for 3rd Party reporting based on documentation.
• Requesting of Secure Ids for Client and 3rd Party users.
• Quality checking the creation and maintenance of client accounts.
• Quality checking the creation and maintenance of client access.
• Risk management through the daily review of priority clients, adhering to benchmarks and Service Level
Agreements.
• Escalate potential issues to the team leader.
• Recommend opportunities to increase efficiency / productivity through analysing resource and system
usage, and identifying processing weaknesses
• Support the team manager in rolling out new initiatives and developments within the team
Skills required
• Education: Industry qualifications i.e. Securities Institute or Bachelors Degree & Tech Savvy
• Exceptional problem solving skills
• Ability to multitask and prioritize time accordingly
• Exceptional organizational skills
• Strong interpersonal and communication skills, client service oriented
• Ability to work as part of a team and adapt to the needs of the team as they arise
• Strong Microsoft office skills, specifically Microsoft Excel (vlookup, pivot tables)
• Client reference data, or client documentation skills a plus
• College/University degree or equivalent with a business focus and relevant/proven experience
Technical and Professional Knowledge:
- Knowledge of global markets / market regulations is beneficial, although not a necessity
- Customer care skills
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