US Wealth - Brokerage Operations Cloudxtreme

3.0 - 5.0 years

9 - 18 Lacs

bengaluru

Work from Office

Job Summary We are looking for a detail-oriented and experienced L3 Senior Transaction Processing Executive/Officer to support our US Wealth - Brokerage Operations. This is a non-voice BPS role focused on handling Admin Solution work for a US-based wealth management client. The ideal candidate will have a strong background in capital markets operations, excellent communication, analytical skills, and the ability to work with high accuracy in a fast-paced environment. Experience Required 2 to 3 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry. Hands-on experience in Cash Management and New Account is highly...

Posted 9 hours ago

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Product Manager JP Morgan Chase & Co.

5.0 - 7.0 years

0 Lacs

hyderabad, telangana, india

On-site

We are hiring individuals passionate about improving the lives of millions of customers and merchants by conceptualizing and building innovative fintech platforms and products on the latest tech stack to drive the next wave of growth in payments. As an VP of Product and leader in the Wallet and Lending Innovation organization, you will conceptualize the next generation of payment platforms, drive innovative thinking and build seamless customer experiences that become the foundation of Chase digital payments and commerce experiences. We're looking for someone who is customer obsessed, has a strong passion to lead start-up efforts in large companies, and a strong inclination for innovative thi...

Posted 2 weeks ago

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Analyst - Workflow Processing (Wealth Management) Morgan Stanley

0.0 - 3.0 years

0 Lacs

maharashtra

On-site

The Workflow Processing Analyst (WPA) is responsible for the start to finish processing of all activity received through the Morgan Stanley Wealth Management Workflow management tool. This role involves utilizing various technologies to execute clients" requests including ingesting paperwork, entering client requests, completing account updates, and monitoring to completion. These activities include, but are not limited to Money movement, Account applications & Adoption Agreements, Account Maintenance (Beneficiary Designations, W-9, Patriot Act documentation, Power of Attorney, Guardianship & Conservatorship, Trusted Contact), LAL & Margin agreements, Transfer on Death, Estates Checklist, Tr...

Posted 2 weeks ago

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Senior Associate Investor Services Waystone

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

The role presents you with an exciting opportunity to be part of a dynamic team and enhance your skills in Investor Services within the Funds industry. Your responsibilities will include processing investor transaction documents such as subscriptions, redemptions, switches, and transfers in compliance with fund documentation requirements. You will be accountable for maintaining capital activity tracking reports, ensuring accurate and timely client/investor reporting, and handling AML requirements for all investor transactions. Additionally, you will be responsible for providing money movement notifications to clients, preparing wire instructions, and working on Capital Calls & Distribution C...

Posted 1 month ago

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