Investment Firm Operations Specialist
2 weeks ago
Summary
Please send short introduction video using Loom Video inside of Upwork Messaging.
The Operations Specialist will be responsible for the full lifecycle of client account management, from initial new account opening and ongoing account maintenance to facilitating seamless account transfers and 401(k) rollovers. This role requires meticulous attention to detail when completing and processing all necessary form completion and maintaining thorough tracking of all activities. A key part of the position involves clear and timely client communication and effective home office communication to ensure all requests are handled efficiently. Additionally, the specialist will execute trading instructions as directed, ensuring all transactions are processed accurately and in compliance with firm policies. Account notation in the firm CRM software will be required with each interaction.
Please provide relevant experience information. References will be required upon request. Would require being available to work during normal working hours for American CST Time.
1. 8-5pm CST
2. CEFR level C1
3. Experience with account management and references required
4. Recorded personality test and skills test required
5. Background check required
-
Investment Specialist
4 days ago
Mumbai, Maharashtra, India JULIUS BAER Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Investment Specialists are responsible for providing expert advice, support, and guidance on best-in class investment...
-
Investment Specialist
4 days ago
Mumbai, Maharashtra, India Julius Baer Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Investment Specialists are responsible for providing expert advice, support, and guidance on best-in class investment...
-
Investment Specialist
2 weeks ago
Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in "Investment Analysis". You have found the right teamAs an Investment Specialist within our Global Fixed Income Currencies and Commodities team , you will spend each day defining, refining and delivering set goals for our firmYou will be focused on growing the business through...
-
Specialist - Investments
1 week ago
Mumbai, Maharashtra, India UPL Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearSpecialist - InvestmentsJob Id: 12067City:Mumbai, Maharashtra, IndiaDepartment: Directors OfficeFunction: Corporate OfficeEmployee Type: Permanent Full TimeSeniority Level: Mid-Senior levelDescription:UPL Limited (NSE: UPL & BSE: 512070, LSE: UPLL) is a global provider of sustainable agriculture products and solutions, with annual revenue exceeding $6bn. We...
-
Digital Operations Specialist
1 week ago
Mumbai, Maharashtra, India RUSSELL INVESTMENTS Full time ₹ 5,00,000 - ₹ 12,00,000 per yearBusiness Unit:Global MarketingReporting To:Director, Digital Channel MarketingShift:EMEA (1:30 pm - 10:30 pm IST) (India)About Russell Investments, Mumbai:Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries,...
-
Specialist - Investments
1 week ago
Mumbai, Maharashtra, India UPL Full time ₹ 6,00,000 - ₹ 18,00,000 per yearUPL Limited(NSE: UPL & BSE: 512070, LSE: UPLL) is a global provider of sustainable agriculture products and solutions, with annual revenue exceeding $6bn. We are a purpose-led company. Through OpenAg, UPL is focused on accelerating progress for the food system. We are building a network that is reimagining sustainability, redefining the way an entire...
-
Analyst, Investment Operations
18 hours ago
Mumbai, Maharashtra, India Ares Management Full time ₹ 12,00,000 - ₹ 24,00,000 per yearOver the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...
-
Investment Product Specialist
2 weeks ago
Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearWe are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...
-
Operational Support Specialist
2 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 40,00,000 - ₹ 80,00,000 per yearHO Product Team - TPP-HO & SUPPORT-Third Party Products 1. Servicing Sales team and Investment Specialist Team to Achieve their PMS/AIF Sales Target by Providing Operational Support. 2. Coordinating with All Product Manufacturers for data collating data including Investments, Redemption, Change of Broker Code and Additional Investments, for successful...
-
Investment Banking Specialist
1 week ago
Mumbai, Maharashtra, India Systematix Group Full time ₹ 15,00,000 - ₹ 50,00,000 per yearProfile: - Associate/ Sr. Associate(Pharma & Healthcare)Experience –2 to 10 YearsEducational Qualification:MBA/CA/CFA or equivalent professional qualification.Location:- BKC, MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, includingInvestment Banking, Institutional Equities,...