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Kiya.ai
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Transaction Specialist - Corporate Trust (Client Onboarding)

Transaction Specialist - Corporate Trust (Client Onboarding)

Kiya.ai

4 - 8 years

5 - 6 Lacs

pune

Posted:8 hours ago| Platform:

Apply

Skills Required

custody operations institutional client onboarding trust services transaction specialist corporate trust fee letters client onboarding securities services corporate banking operations loan agency structured finance account opening global markets operations

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title:

Location:

About the Role

Transaction Specialist

client onboarding, custody operations, loan agency, or corporate trust

Key Responsibilities:

Manage
end-to-end client onboarding
into corporate trust systems.
Draft and execute
fee letters/agreements
with clients to ensure accurate billing.
Monitor progress of onboarding tasks and provide
status updates
to stakeholders.
Ensure
timely and accurate completion
of daily BAU activities.
Adhere to
internal policies, SOPs, and regulatory requirements
.
Collaborate with internal teams to resolve queries and escalations.

Key Skills & Experience Required:

4+ years of work experience
in financial services operations.
Strong exposure to
Client Onboarding / Account Opening
for
institutional or corporate clients
(not retail banking).
Knowledge of
Corporate Trust, Custody, Loan Agency, Securities Services, or Structured Finance
operations.
Experience in
transaction setup, fee management, and client documentation
.

Preferred Background:

Professionals from
global banks or similar investment/custody banks
.
Exposure to
institutional client onboarding, trust/custody operations, or securities services
is an advantage.

Note:

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