Lead Client Servicing Associate
19 hours ago
Job Description Job Summary The Interface Testing team is responsible for taking ownership of setting up client environments, testing with vendors and onboarding the client on to the Enfusion (a Clearwater Analytics company) Platform. The team will collaborate with the Business groups/Product team on new development and enhancements for clients. Responsibilities: - Interact with clients/technology providers and project managers via email or telephone to understand and set up connectivity relationships between Enfusion and client's Prime brokers / Fund Admins. - Perform various types of tests on sample trade files of Equity Trades, Equity Swaps, Repos, FX, Stock Loans, and Listed Derivatives transactions. Ensure testing of Interfaces is complete and exhaustive across the entire product scope accounting for any corner case scenarios. - Communicate results and issues on a timely basis via email or telephonic conversation to the Prime Brokers. - Understand the test trade files and refine testing processes. Follow up with the internal team to fix the issues identified during trade testing. - Develop and understand the Enfusion application to identify, isolate and quickly communicate the source of issues. - Ensure all jobs, existing and new, are running correctly and any failures are being promptly addressed in a tactical and strategic manner. Required Skills: - Has experience in Trade Capture, trade booking functionality - Good to have experience with Client onboarding or Client integration processes. - Familiarity with various asset classes in a middle office operations capacity - Proven ability to create and improve processes and best practices - Proven ability to effectively communicate with all levels of staff and management - Highly organized, self-driven, and able to work in a fast-paced environment - Experience with ticketing tools such as Jira or Zendesk is a plus Education and Experience - Bachelor's Degree in Finance, Economics, Accounting, or Computer Science - 5-8 Years of experience working in a middle office operations role at a fund administrator, financial technology company, or complex asset manager
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Bengaluru, India BetaNXT Full timeJob Description Level/Function: Lead Associate, Client Support Services Title: Lead Associate, Client Support Services About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the...
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Bengaluru, Karnataka, India IQVIA Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Description The Associate Client Services Lead, under the supervision of senior members of the Client Services team, serves as the main point of contact for their respective region's portfolio studies, manages the client/IQVIA PL relationship (as appropriate), oversees payment management projects, and ensures sponsor satisfaction is achieved. Manage...
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Associate Client Services Lead
2 weeks ago
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