
Operations & Client Servicing Associate
4 weeks ago
Location:
Mumbai, Andheri
Department:
Global Wealth / Investments
About the Role
We are seeking a dynamic and versatile professional to join our team as an Operations & Client Servicing Associate. This role requires a strong foundation in global financial markets, excellent client engagement skills, and the ability to manage day-to-day business operations including accounting oversight. The ideal candidate will be detail-oriented, adaptable, and capable of ensuring smooth execution across multiple functions.
Key Responsibilities
Client Handling & Global Markets Support
Act as the first point of contact for clients, addressing queries and providing timely updates.
Assist in preparing client reports, investment summaries, and presentations.
Support advisors/fund managers with research, execution, and portfolio monitoring across global markets.
Coordinate with custodians, brokers, and other intermediaries on client transactions.
Operations Management
Oversee day-to-day business operations to ensure efficiency and compliance.
Manage documentation, onboarding, KYC, and reporting requirements.
Track and ensure timely execution of client instructions and investment orders.
Liaise with internal and external stakeholders to ensure smooth operational flow.
Accounting & Reporting
Maintain accurate financial records of business operations and client-related transactions.
Coordinate with the finance team/auditors for reconciliations, expense tracking, and regulatory reporting.
Prepare MIS reports, revenue dashboards, and operational performance reviews.
Ensure adherence to compliance and accounting standards applicable to global financial operations.
Qualifications & Skills
Bachelor's/Master's degree in Finance, Business, Economics, or related field.
Strong understanding of global financial markets and investment products.
2–4 years of experience in operations, client servicing, or accounting within wealth management, asset management, or financial services.
Working knowledge of accounting practices; familiarity with global investment platforms is an advantage.
Excellent communication and interpersonal skills with client-first orientation.
Strong organizational, multitasking, and problem-solving abilities.
Proficiency in MS Excel, PowerPoint (you will have to make ad hoc presentations in short notices), and financial reporting tools.
What We Offer
Opportunity to work closely with senior leadership in a fast-growing global wealth platform.
Exposure to global markets and international client base.
A collaborative and entrepreneurial work environment.
Growth prospects aligned with performance and business expansion.
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