Voice Associate

Job Description

Role & responsibilities International Calling experience Quick and attentive speaking with the clients/Advisors Excellent MS Office skills MS Excel, Power Point, Excel Macros and E Mail Drafting Good Typing Speed of 28 WPM with >=95% accuracy Preferred candidate profile Good and sound knowledge of Capital Market Concepts preferably US Stock Market Processing skills of Asset Transfer primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests Research the account information to determine if there are assets for transfer. Research encompasses looking for rejection letters, revised paperwork or checks on file if not yet posted. Post comprehensive research, call out to the Advisor and subsequently update the systems/applications accordingly. 100% Accurate work required as Errors will have financial impacts from Client and their Customer side. Strictly US Shift Working Hours should be flexible to do Over Time duty if required. Punctual and adherence to attendance and Leaves To report to Team Lead and follow the Instructions and the HR Policies as per Company