Relationship Associate

1 day ago

PimpriChinchwad Maharashtra, India Thinkitive Technologies Private Limited Full time

Cash Management for client requests (wires, ACH, checks, inter/intra account transfers)
- Coordinate transfer of assets and physical deliveries
- Work with other internal groups on confirmation/affirmation trades and trade fail resolution
- Understand and follow Corporate and Investor services policies and procedures
- Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives
- Communicate and coordinate with other areas in an effort to meet all client deliverables
- Analyze relevant documents to begin KYC as per account opening checklist
- Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers
- Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
- Assist multiple Relationship Managers with the day to day administration of accounts
- Coordinate all aspects of trust terminations and account closing
- Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹28,000.00 - ₹32,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

**Language**:

- Hindi (required)

Work Location: In person

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