Financial Services Associate

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

**Position**: Financial Service Associate **Role and Responsibility**: Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers of Sales Ø To source open market business too and achieve the targets assigned Ø To be completely aware of the products being offered by...

About the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...

About the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...

The role holder is required to meet his/her targets of insurance against loans through the generation of new leads and managing and building relationships with customers mapped to them to cross-sell Financial Services/products. **Role & Responsibility** **Business Targets**: Achievement of business targets for all financial products as defined and agreed...

**Job Title: Process Associate - Bankruptcy** Experience: 1 to 2 Years in US Mortgage Bankruptcy Shift: Flexible to work as per business requirement (24×7) Education: Any Graduate with Good Pass Percentage Location: Gurgaon **Job Summary**: The Process Associate will be responsible for performing various operational tasks related to US Mortgage servicing,...

Financial Control & Reporting, Finance Financial Control Associate, AVP - Gurugram, India- Permanent- Full Time#R-00246135 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and as such all normal working days must be...

Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00244671 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and...

**Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

About the DepartmentResearch and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients teams...