Senior Analyst

Job Description

Daily and monthly responsibilities - What your days and weeks will include. Begin to process required paperwork and provide basic customer service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and other various supplemental accounting paperwork. Review broker dealer new business submissions for accuracy and completeness. Identify cases that are not in good order (NIGO) in order to alert our Field force for resolution. Process client data into back-office systems with a high level of accuracy. Research and resolve operational issues as needed. Identify and resolve problems using Root Cause Problem Solving tools. Work effectively to meet/exceed productivity and quality standards. Required skills and qualifications - The qualifications that are needed for this role: Good communication skills Excellent data entry skills 0-1 years financial services industry knowledge or experience in similar process support Ability to work in a fast-paced environment and adhere to strict deadlines Ability to work overtime and/or work a flexible shift arrangement as business needs arise. Preferred qualifications - Additional skills/requirements that make you a great fit Passion to start a career in financial services industry College degree preferred or equivalent business experience As a member of the Wealth Management team, you will be subject to supervision requirements including Non-Registered Finger printing (NRF) and personal trading account oversight. Work Timings This role requires flexibility to work in shifts (regular, afternoon shift, and night shift in India) as per business requirements on a rotational basis. Team members may require working in India night shifts initially for a few weeks for trainings. Show more Show less