Client Operations

4 months ago


Bengaluru, India JPMorgan Chase & Co. Full time

The EMEA Client Operations team is an integral part of the International Private Bank, involved in all stages of the client lifecycle, from new client onboarding, ongoing risk reviews and maintenance of existing clients. The team ensures adherence to regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements for the International Private Bank. As a Business Data Analyst, you will be managing extensive and complex data sets to produce reports which will inform management decisions. 

Responsibilities

Manage day-to-day reporting commitments for internal stakeholders Support the preparation of senior management presentations through the provision of meaningful data Develop data-led solutions to workflows and processes  Data analysis including data collection synthesis and presentation Support strategic transformation initiatives through provision of core client data and performance tracking 

Required Qualifications, Capabilities and Skills

Relevant bachelor’s degree or prior financial services and data analysis experience  Fluency in English is required  Results-orientated with strong analytical skills and attention to detail Excellent organisation skills and with ability to multi-task and prioritise effectively to meet deadlines Self-motivated team-player Experience in data analysis and MI tools (. Alteryx, Tableau, Qliksense)

Preferred Qualifications, Capabilities and Skills

Strong written and oral communication skills to effectively partner with internal stakeholders Proficient in Microsoft Office including Word, Excel, PowerPoint and Project Risk and controls mindset 

The Business Data Analyst will be responsible for the provision of accurate reporting for the EMEA Client Operations team. This will include: BAU reporting to track team performance and emerging risks, provision of data-led insights to inform management decisions and supporting strategic transformation initiatives.

The individual will work independently, keeping management informed of progress and any emerging risks. They will be dealing with Private Bank client and KYC data, so experience in financial services will be an advantage. 

The successful candidate will have strong communication skills which will enable them to partner effectively with internal stakeholders in cross-functional teams. 


  • Client Operations

    3 months ago


    Bengaluru, Karnataka, India Vahan Full time

    **Key Responsibilities**: - Act as the primary point of contact for assigned clients, building strong relationships and understanding their needs and goals. - Collaborate with internal teams, including Sales and Product, to ensure the successful implementation and ongoing support of Vahan's services. - Proactively identify and address client issues,...

  • Client Operations

    4 weeks ago


    Bengaluru, Karnataka, India Vahan Full time

    **About Vahan** At Vahan, we’re helping 300M+ blue-collar workers in India find jobs. Over time, we want to become the center of all money and financial needs for blue-collar workers and will thus expand to use cases in financial services and upskilling. We’re a Y Combinator company that is backed by marquee investors such as Khosla Ventures, Founders...


  • Bengaluru, India FIS Global Full time

    **Position Type**: Full time **Type Of Hire**: Experienced (relevant combo of work and education) **Education Desired**: Associate's Degree **Travel Percentage**: 0% **Client Server Operations : 1 to 3 years : Pune** Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant...


  • Bengaluru, Karnataka, India Troopod Full time

    **Client Ops Intern** We are seeking a highly organized and detail-oriented Client Operations Specialist to join our dynamic team. The Client Operations Specialist will play a crucial role in optimizing client satisfaction by managing client onboarding, addressing inquiries, and ensuring efficient resolution of issues. **Details regarding the...


  • Bengaluru, India a Snaphyre Client Full time

    Our client is a Series-A funded Security SaaS platform, headquartered in Singapore expanding across Southeast Asian markets. To back this high-growth journey, we are hiring a seasoned Platform DevOps Engineer who will be instrumental and play a pivotal role in developing scalable infrastructure to accelerate the product’s growthThe RoleThe Director of...

  • Head of Operations

    3 weeks ago


    Bengaluru, India A client of Career stone Full time

    Role Description:● Strong telesales operations experience.● Managed 70+ member telesales team.● Should be able to get into details, even work with agents if needed,● Managed Inside sales / Outbound sales.● Have worked on generating a revenue of 100+ cr.● Strong with Data, understanding of funnel and conversion improvement● Appointment...

  • Head of Operations

    3 weeks ago


    Bengaluru, India A client of Career stone Full time

    Role Description:● Strong telesales operations experience.● Managed 70+ member telesales team.● Should be able to get into details, even work with agents if needed,● Managed Inside sales / Outbound sales.● Have worked on generating a revenue of 100+ cr.● Strong with Data, understanding of funnel and conversion improvement● Appointment...

  • Head of Operations

    2 weeks ago


    Bengaluru, India A client of Career stone Full time

    Role Description: ● Strong telesales operations experience. ● Managed 70+ member telesales team. ● Should be able to get into details, even work with agents if needed, ● Managed Inside sales / Outbound sales. ● Have worked on generating a revenue of 100+ cr. ● Strong with Data, understanding of funnel and conversion improvement ● Appointment...


  • Bengaluru, India State Street Full time

    Asset Owner Services: State Street : Senior Associate Why this role is important to us: The team you will be joining is will be responsible for the client services & Client delivery management roles for fund accounting and custody services we offer our clients. What you will be responsible for: - Individual Contributor - Manage the day-to-day activities...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Securities Operations Representative. **In this role, you will**: - Perform various operational tasks on complex securities that require general knowledge of unit functions and systems - Support securities operations - Identify ways to improve the overall process - Perform moderately complex duties such as...


  • Indiranagar, Bengaluru, Karnataka, India Sonar Conectar media and entertainment Full time

    Oversees the planning, implementing, and coordinating activities, including center and community events, to maximize service quality effectiveness and efficiency - Manages all operations activities to ensure compliance with department and organizational policies and procedures - Resolves escalated operational problems or issues to ensure customer...


  • Bengaluru, India Client of Linksuccess Full time

    Job Description :As a Manager of CloudOps, you will have the opportunity join a team of engineers that are developing a new cloud-native platform to deliver 'value added SAS Services via self-service automation' to internal and external customers. You will help guide the architecture and implement complex orchestration across global cloud...


  • Bengaluru, India Epsilon Full time

    Job Description The Client Business Operations team brings together business solutions and latest technology to help empower our leaders with data-driven insights that enable better decision making. Primarily responsible for design, development and governance of the business data, the team measures, manages, and connects business KPIs across verticals...


  • Bengaluru, Karnataka, India State Street Full time

    Who we are looking for: This is a position with a high level of responsibility within the Client Operations Delivery team. The Client Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. What you will be responsible for: The...


  • Bengaluru, India Epsilon Full time

    Job DescriptionThe Client Business Operations team brings together business solutions and latest technology to help empower our leaders with data-driven insights that enable better decision making. Primarily responsible for design, development and governance of the business data, the team measures, manages, and connects business KPIs across verticals to...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    As a Client Reporting Operations - Associate within our team, you will be responsible for managing a team of 5-7 members, ensuring accurate and timely completion of operational procedures, and actively contributing to global projects and local initiatives. You will also be tasked with identifying, evaluating, and delivering process improvement initiatives....


  • Bengaluru, Karnataka, India State Street Full time

    Who we are looking for: This is a position with a high level of responsibility within the Client Operations Service Delivery -Insurance team. The Client Service Delivery Associate is responsible for service delivery to global clients. The role is responsible for ensuring successful service delivery including inquiry resolution and reporting’s. The role...

  • Global Banking

    4 months ago


    Bengaluru, India Goldman Sachs Full time

    GLOBAL BANKING & MARKETS We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis. OPERATIONS Operations is a dynamic,...


  • Bengaluru, India Goldman Sachs Full time

    Asset and Wealth Management Operations Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...


  • Bengaluru, India Epsilon Full time

    The Lead, Client Business operations plays a critical role in ensuring the integrity and compliance of the sales processes for Epsilon’s Retail Media business. This position is responsible for managing Salesforce opportunities, conducting client onboarding integrity checks, and performing gate checks to support invoicing during the early stages of the...