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Client Operations
2 months ago
Job Responsibilities:
Connect/Engage with stakeholders to drive change and for better customer experience Be Agile and Flexible in multi-tasking as per business need Manage exceptions arising as Process flow through multiple control checks Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents Timely and accurate execution and verification of all instructions received from internal partners and global teams Process and assure completeness of all requests Respond promptly and accurately to Front Office requests Produce high quality performance and accuracy to best meet our client's needs and expectations Ensure adherence to all service level commitments, process controls, and escalation policies Work closely with teammates to maximize efficiency Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvementRequired Qualifications, skills and capabilities:
4 – 6 years of operations experience with 1 -2 years in client operations Familiarity with Account opening and KYC documentation is an added advantage. Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills Assume ownership and responsibility to accomplish goals Strong intellectual capacity for process improvements Absolute discretion when dealing with confidential matters Detail-oriented and results-focused Excellent interpersonal skills, both written and oral Exceptional follow-up and follow-through skills Able to work under minimal supervision; adaptable to work in demanding environment Identify critical requirements and potential gaps by understanding complex and interdependent processes. Shift Timings (APAC/EMEA/US)