Document Review and Account Management Specialist

16 hours ago

Bengaluru, Karnataka, India beBeeAccountManagement Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description:

The role of Document Review and Account Management Specialist is a vital part of our organization's success.

  • Key Responsibilities:
  • Reviewing and ensuring that all incoming and outgoing documents meet quality standards, regulatory compliance, and internal processes.
  • Verifying documents for completeness, accuracy, and consistency, identifying discrepancies, errors, and missing information.
  • Assessing documents against procedural and regulatory requirements and industry standards.
  • Escalating any non-compliance issues to stakeholders.
  • Handling the complete process of account creation, ensuring all accounts are set up accurately and in compliance with policies, procedures, and regulations.
  • Overseeing the end-to-end process of account creation, ensuring all necessary documents and information are collected, verified, and input correctly into the system.
  • Ensuring all account-related documents (such as forms, identification, and agreements) are complete, accurate, and in compliance with internal and regulatory requirements.
  • Inputting and maintaining customer data accurately in account management systems, ensuring that all information is updated and secure.
  • Managing the ongoing maintenance of shareholder accounts, ensuring that all account details are accurate and up-to-date.
  • Performing regular updates and changes to customer accounts, including personal information, contact details, account preferences, and service selections.
  • Identifying and resolving discrepancies or issues in account data, ensuring that all information is entered accurately into the account management systems and aligned with internal records.
  • Ensuring that all account maintenance activities comply with regulatory requirements such as KYC (Know Your Customer), AML (Anti-Money Laundering), and other relevant standards.
  • Accurately processing purchase transactions, ensuring that all purchase requests and related documentation are handled in compliance with internal policies and agreements.
  • Verifying all purchase transactions are validated for correctness, including checking for discrepancies in trade date, dollar amount, pricing, and share quantities.
  • Maintaining supporting documentation for purchase transactions, ensuring all records are complete, accurate, and compliant with internal policies and audit requirements.
  • Processing redemption transactions related to financial products or services, ensuring that all redemptions are executed accurately, efficiently, and in compliance with internal policies and agreements and regulatory standards.
  • Reviewing redemption requests for completeness, ensuring all required documentation, forms, and information are provided and compliant with internal policies and regulatory requirements.
  • Cross-checking redemption transactions by verifying against customer accounts, transaction histories, and redemption terms to ensure accurate processing.
Requirements:
  • Essential Skills and Qualifications:
  • A strong understanding of document review and account management principles.
  • Excellent analytical and problem-solving skills.
  • Ability to work accurately and efficiently under pressure.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office and/or Google Suite.
  • Familiarity with account management systems and software.
What We Offer:
  • Benefits:
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

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