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PI & Advisory Operations Associate

1 - 4 years

5 - 7 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

Hybrid

Job Type

Full Time

Job Description

Purpose of the Role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers core client set-up and maintenance activity.


Key Responsibilities

Set-up and maintenance of client accounts.

Maintenance of client details (e.g. name, address and bank details).

Deletion of client information.

Completion of data cleansing activities to adhere to data accuracy and consistency requirements.

Ensure that quality and productivity standards are adhered to.


Experience and Qualifications Required

Fluency in German and English

Good numeracy and attention to detail

Process and continuous process improvement knowledge

Client-centricity

High level of quality assurance and risk awareness

Motivation and collaboration


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