Client Operations Coordinator AML RightSource

2.0 - 6.0 years

0 Lacs

delhi

On-site

As a Client Operations Coordinator within the Client Operations Group, your main responsibility will be the day-to-day execution of client tasks. Leveraging your operational skills and knowledge, you will work towards meeting the business objectives and requirements of clients and project initiatives. In this role, it is crucial to embody a strong entrepreneurial spirit, foster a highly collaborative environment, communicate ideas effectively, adapt to changes seamlessly, and identify and capitalize on opportunities. You will provide support to the COG Operations Specialist and/or Manager during interactions with the Managed Services leadership team, ensuring accurate and timely dashboard reporting for your clients. Your role will involve executing and completing daily tasks in alignment with client objectives, updating project documentation regularly, and collaborating with COG specialists and managers to uphold project structures, goals, and resource requirements. Furthermore, you will play a key role in new client and Full-Time Employee onboarding procedures, maintaining reporting tools and documents according to client and Managed Services leadership specifications, and participating in forecasting, invoicing, and revenue estimation for Managed Services engagements. Your contribution to COG business development and growth initiatives is essential, including identifying new opportunities to enhance operational support across client engagements based on a deep understanding of clients" AML programs and operations. Additionally, your involvement in internal strategic initiatives across the COG will focus on standardizing project management and operating tasks. Qualifications for this role include a Bachelor's Degree, proficiency in project management to ensure effective management of scope, budget, and timelines for both internal and external projects, and the ability to identify and resolve potential risks and issues promptly while aligning with business objectives and requirements. Strong technical knowledge in software tools such as MS Excel, MS Word, MS PowerPoint, Domo, Tableau, and MS BI is highly preferred. Preferred qualifications for the Client Operations Coordinator position include subject matter expertise in fraud and/or sanctions, as well as an understanding or knowledge of AML regulations. Your success in this role will be amplified by your entrepreneurial spirit, collaborative nature, ability to articulate ideas clearly, agility in managing change, and aptitude for identifying and leveraging opportunities.,

Posted 1 month ago

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Operations- Client Reporting Crisil

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ensure accurate and timely completion of reports is crucial. Additionally, you should continuously maintain reporting templates, suggest ways to check for data issues and resolve them, manage project timelines, support functional testing, and deployment. Experience in MS Excel, MS Power Query / BI, automation software like Alteryx, SQL, Simcorp Coric, object-oriented programming, TFS, .NET, C#, and understanding of performance principles and calculations is required. Your role will involve creating and maintaining SOPs, risk logs, BCP, suggesting and implementing tools to automate and optimize reporting workflows, and resolving automation issues. You should have excellent communication and interpersonal skills, be highly motivated, independent, have a strong interest in solving complex problems, and be able to manage projects and deadlines effectively. Maintaining strong working relationships with external/internal clients and responding to queries in a timely manner is essential.,

Posted 1 month ago

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