Associate Workplace Investing Operations Specialist
2 weeks ago
About the Opportunity
Are you passionate about delivering exceptional client service and supporting the growth of our business? We're excited to have an opportunity for an Associate Workplace Investing Operations Specialist to join our team.
About your role
This role involves ensuring accurate and timely completion of client instructions, collaborating with various teams to meet SLAs, and taking on additional tasks and responsibilities, including projects and SSEs.
About you
- Ensure accurate and timely completion of work, assist teams to meet SLAs, and allocate work to team members.
- Update member records in accordance with procedures and supervisor direction.
- Issue routine correspondence using standard templates, ensuring legal and compliance requirements are met.
- Adhere to Quality and Productivity standards.
- Liaise with internal departments to ensure priority work is completed on time.
- Handle mailbox and folder queries.
- Identify and raise process improvement ideas and customer experience ideas through WITS Programme.
- Generate required reports and statements as per procedures.
- Maintain confidentiality when handling client sensitive information.
- Efficiently handle additional admin and process-related responsibilities.
- Escalate any potential issues in a timely manner and keep TL/AM abreast of the situation.
Experience and Qualifications Required
- Understanding of mutual funds and other financial products offered in the UK financial services market.
- Strong communication skills, customer-centric approach, and ability to work well in a team.
- Knowledge of MS Excel, handling mailboxes using Outlook, and PowerPoint.
- Experience working in client services teams and interacting with clients via email/phone calls, and prior knowledge of pensions processes is an added advantage.
-
Gurgaon, Haryana, India FRI FIL India Business and Research Services Private Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Workplace Investing Operations team. As an Associate, you will play a key role in ensuring the smooth operation of our pension administration services, supporting clients across the UK financial services market.About Your ResponsibilitiesEnsure client instructions are dealt...
-
Gurgaon, Haryana, India FRI FIL India Business and Research Services Private Limited Full timeAbout the OpportunityWe are seeking a highly skilled and motivated individual to join our Workplace Investing Operations team at FRI FIL India Business and Research Services Private Limited. As an Associate Workplace Investing Operations, you will play a critical role in supporting and maintaining pension administration services for our corporate...
-
Gurgaon, Haryana, India FRI FIL India Business and Research Services Private Limited Full timeAbout the RoleWe are seeking an experienced and skilled individual to join our Workplace Investing Operations team as an Associate. As an Associate, you will play a vital role in supporting and maintaining pension administration services for a wide range of corporate clients.The successful candidate will have a strong understanding of mutual funds and other...
-
Investment Operations Specialist
1 month ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeKey ResponsibilitiesWe are seeking a highly skilled Investment Operations Specialist to join our team. The successful candidate will be responsible for:Managing investment operations and reconciliation processesCollaborating with cross-functional teams to resolve complex issuesDeveloping and implementing process improvements initiativesProviding analytical...
-
Investment Operations Specialist
4 weeks ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeKey ResponsibilitiesWe are seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the accuracy and efficiency of our investment operations.Key Responsibilities:Reconciliation of investment transactions to ensure accuracy and completenessInvestigation and...
-
Investment Operations Reconciliation Specialist
2 weeks ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeAbout This Role:We are seeking a highly motivated and detail-oriented Investment Operations Reconciliation Specialist to join our team at CC&L India Private Limited.Key Responsibilities:Reconciliation of investment transactions, including trade matching and settlement verification.Investigation and resolution of discrepancies and errors in investment...
-
Investment Banking Associate
1 month ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeJob Title: Senior AssociateHiring for a Senior Associate role in our Investment Banking team based in Gurgaon.We are seeking a highly motivated and experienced professional to join our team as a Senior Associate. The ideal candidate will have a strong background in finance and a proven track record of delivering high-quality results in a fast-paced...
-
Senior Investment Operations Specialist
4 days ago
Gurgaon, Haryana, India Marsh McLennan Full timeAbout UsMars McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman . With annual revenue of $23 billion and more than 85,000 colleagues, Mars McLennan helps build the confidence to thrive through the power of perspective.Our Investment TeamWe are...
-
Investment Operations Specialist
4 weeks ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeKey ResponsibilitiesWe are seeking a highly skilled Reconciliation Analyst to join our team. The successful candidate will be responsible for:Reconciling investment transactions and accounts to ensure accuracy and completenessIdentifying and resolving discrepancies in a timely and efficient mannerCollaborating with internal stakeholders to improve...
-
Strategic Investment Associate
3 weeks ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeOpportunity OverviewAcuity Knowledge Partners is seeking a highly skilled Strategic Investment Associate to join our team. This role provides a unique opportunity to work with leading global private equity funds and corporations, analyzing investment themes and strategies to drive business growth.Key ResponsibilitiesIdentify emerging and high-growth sectors...
-
Investment Data Operations Specialist
3 weeks ago
Gurgaon, Haryana, India CC&L Financial Group Full timeAbout the RoleAs a key member of our team, you will be responsible for leading our investment data operations and analytics efforts. This includes managing a team of professionals who are passionate about achieving operational excellence in data management. Your primary goal will be to ensure the accuracy, timeliness, and expertise of our investment data...
-
Investment Opportunities Specialist
3 weeks ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeAbout the Role:At CC&L India Private Limited, we are seeking a highly skilled Investment Opportunities Specialist to join our team. The ideal candidate will have a strong understanding of the investment industry and be able to articulate their ideas clearly verbally and in writing.The Investment Opportunities Specialist will be responsible for identifying...
-
Investment Portfolio Specialist
4 weeks ago
Gurgaon, Haryana, India CC&L India Private Limited Full timeAbout the RoleWe are seeking a highly skilled Investment Portfolio Specialist to join our team at CC&L India Private Limited. As an Investment Portfolio Specialist, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesDevelop and implement investment strategies to meet client...
-
Technical Desktop Support Specialist
3 weeks ago
Gurgaon, Haryana, India Gig Workplace Full timeGig Workplace seeks a skilled Desktop Support Engineer to provide top-notch technical assistance for desktop-related IT support.The ideal candidate will offer desk-side support to local users and provide remote assistance as needed, actively monitoring, tracking, and addressing customer satisfaction survey responses.This role requires expertise in Windows...
-
Workplace Operations Coordinator
1 month ago
Gurgaon, Haryana, India WeddingWire India Full timeAbout the RoleWe are seeking a highly organized and customer-focused Workplace Coordinator to join our team in Gurugram. As a key member of our Workplace team, you will be responsible for delivering exceptional client experiences, managing office vendor relationships, and supporting operational projects.Key ResponsibilitiesManage office operations, including...
-
Investment Banking Associate
2 weeks ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeAbout UsAcuity Knowledge Partners is a leading provider of bespoke research, analytics and technology solutions to the financial services sector. Our global network of experts, combined with proprietary technology, supports over 500 financial institutions to operate efficiently and unlock their potential.The RoleAs a Senior Associate, you will work as part...
-
Investment Banking Associate
1 month ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeKey Responsibilities:We are seeking a highly skilled Investment Banking Associate to join our team at Acuity Knowledge Partners.Support our clients across various industries, including IT, Telecom, Consumer, and more, by preparing pitch books, industry overviews, and company-focused discussion documents.Conduct in-depth secondary research to provide...
-
Senior Associate
3 weeks ago
Gurgaon, Haryana, India R1 RCM Full timeKey Responsibilities:As a Senior Associate - Operations Specialist, you will be responsible for configuring the Intake solution, communicating with the deployment lead, and upholding build standards. You will also motivate stakeholders to execute operational change and achieve desired results. Additionally, you will assist in creating, implementing, and...
-
Investment Operations Specialist
3 weeks ago
Gurgaon, Haryana, India NTT DATA Full timeJob OverviewRoles and ResponsibilitiesAct as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds.Prepare daily Net Assets Values, yields, distributions, and other fund accounting outputs timely and accurately for subsequent review.Ensure fund income and expenses, including management and...
-
Investment Governance Specialist
6 days ago
Gurgaon, Haryana, India Aviva India Full timeAbout Aviva IndiaWe are a leading insurance company, committed to helping our customers achieve their long-term financial goals. We offer a range of innovative products and services that cater to diverse customer needs.Salary: ₹20 Lacs - ₹30 Lacs per annumJob Description:As an Investment Governance Specialist at Aviva India, you will play a key role in...