Job Description
Job Title- Client Onboarding
Location- Bangalore
Role Description
The Client Services Operations Analyst is accountable for daily enquiries on behalf of the bank's clients. Service can be provided to vendors and external clients, or internal clients such as Credit Risk, Front Office (client-facing professionals), Legal, Compliance, and Operational Risk.
The queries are diverse and can encompass many areas within the bank. Queries are in scope with day-to-day transactions and conform to the bank's policies and procedures. The Client Services Operations Analyst is responsible for managing relationships with clearing vendors by providing constructive feedback to enhance the user's experience, while maintaining consistency with the bank's values. In addition, by anticipating and supporting external client's needs, take ownership and offer professional assistance. The Client Services Operations Analyst co-ordinates discussions between various internal departments by utilising gained industry knowledge for better resolutions while mitigating risk. They provide guidance on aspects such as regulatory, operational and technical support to the bank's internal and external clients. They are proficient in their ability to troubleshoot and make sound decisions regarding products, asset control, cost analysis and superior client service.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy.
• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
• Client On boarding (Analyst)
• Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions ensuring policies and procedures are followed.
• Client portfolio/account on boarding onto our core trading platform (Aladdin) as well as accounting and 3rd party vendor platforms including RKS/ MyState Street
• Manage correspondence and requests from investment management along with various operational teams under extremely fast paced and high-pressure situations.
• Serve as the knowledge base for both basic and complex client on boarding situations; educating operations and vendor teams on event specifics and can navigate the process front to back.
Your skills and experience
• Previous relevant experience in the financial industry, specifically with Operations "Life Cycle of a Trade"
• Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions
• Experience working with Aladdin & RKS is a plus and/or Accounting to custodian reconciliations and drive discrepancies to resolution, or similar.
How we'll support you
• Training and development to help you excel in your career.
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs
Location- Bangalore
Role Description
The Client Services Operations Analyst is accountable for daily enquiries on behalf of the bank's clients. Service can be provided to vendors and external clients, or internal clients such as Credit Risk, Front Office (client-facing professionals), Legal, Compliance, and Operational Risk.
The queries are diverse and can encompass many areas within the bank. Queries are in scope with day-to-day transactions and conform to the bank's policies and procedures. The Client Services Operations Analyst is responsible for managing relationships with clearing vendors by providing constructive feedback to enhance the user's experience, while maintaining consistency with the bank's values. In addition, by anticipating and supporting external client's needs, take ownership and offer professional assistance. The Client Services Operations Analyst co-ordinates discussions between various internal departments by utilising gained industry knowledge for better resolutions while mitigating risk. They provide guidance on aspects such as regulatory, operational and technical support to the bank's internal and external clients. They are proficient in their ability to troubleshoot and make sound decisions regarding products, asset control, cost analysis and superior client service.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy.
• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
• Client On boarding (Analyst)
• Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions ensuring policies and procedures are followed.
• Client portfolio/account on boarding onto our core trading platform (Aladdin) as well as accounting and 3rd party vendor platforms including RKS/ MyState Street
• Manage correspondence and requests from investment management along with various operational teams under extremely fast paced and high-pressure situations.
• Serve as the knowledge base for both basic and complex client on boarding situations; educating operations and vendor teams on event specifics and can navigate the process front to back.
Your skills and experience
• Previous relevant experience in the financial industry, specifically with Operations "Life Cycle of a Trade"
• Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions
• Experience working with Aladdin & RKS is a plus and/or Accounting to custodian reconciliations and drive discrepancies to resolution, or similar.
How we'll support you
• Training and development to help you excel in your career.
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs
💡 Quick Summary
Seeking a career-building opportunity? The Client Onboarding Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
