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Account Services Senior Associate

3 weeks ago

Gurgaon, Haryana, India bf-b58d-4939-b45f-b28bb8bac1bc Full time

Job Title: Senior Client Service Associate
Location:
Gurgaon

Team:
Global Service Processing, Client Services

The Senior Associate, Global service processing (GSP), plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, Client account terminations and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.

Key Responsibilities

  • Bulk Updates Management:

  • Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.

  • Collaborate with IT and other departments to ensure all bulk requests are processed correctly.

  • GDPR Compliance Activities:

  • Ensure all client data management activities like DSAR, FSCS, Individual rights, comply with GDPR and other relevant data protection regulations.

  • Client Offboarding / Account Terminations:

  • Ensure the entire client offboarding process is executed with diligence and procedures are followed accurately and in a timely manner.

  • Coordinate with internal departments such as Compliance, Legal, and Operations to ensure all client exit activities meet regulatory and company standards.

  • Client services:

  • Address client inquiries and concerns promptly, ensuring a high level of client satisfaction. Processing client requests through CRM tickets through collaboration with internal operations.

  • Process Improvement:

  • Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.

  • Stay updated on industry trends and regulatory changes to ensure best practices are followed.

Qualifications

  • Bachelor's / Masters degree in Business Administration, Finance, or a related field.
  • Minimum of 3-5 years of experience in client services or Operations, preferably within the financial services industry.
  • Strong understanding of GDPR and other data protection regulations.
  • Experience of working with Global organizations and multiple time zones
  • Experience with CRM and client management systems.
  • Strong understanding of Client life cycle processes
  • Ability to work independently and as part of a team in a fast-paced environment.

Preferred Skills

  • Knowledge of legal processes related to deceased and bankruptcy cases.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving skills and attention to detail
  • Advanced Excel

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