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Generic entry-level operations/trainee role attracts moderate applicant density in metro markets.
Role requires brokerage/financial domain familiarity but operational and customer-service skills are transferable across industries.
Desired 1–2 years brokerage experience and process skills create moderate filtering but remain flexible.
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Manage and accurately process service request cases within system deadlines following established procedures.
Communicate and coordinate with advisors and US-based business partners to resolve service issues, gather missing information, and approve or reject requests.
Participate in training and team discussions to enhance process knowledge and identify improvement opportunities.
Good communication, interpersonal, organizational and time-management skills.
Proficiency in MS Office applications (Word, PowerPoint, Excel).
Preferred 1-2 years experience in brokerage or financial services industry.
In-office work at least 3 days per week with flexible WFH up to 2 days; Full-time role with shift timings 8:00pm to 4:30am IST.
Experience working in a client service/support role within brokerage or financial services sectors is preferred.
Ability to handle high-level client queries and resolve issues in a timely, system-driven environment.
Comfortable collaborating cross-functionally with global teams and adhering to rigorous process compliance.