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Tier-1 bank, Mumbai metro, mid-level generalist client-service role with multiple amplifiers.
Role requires securities services, fund accounting and custody expertise, limiting cross-industry transferability.
Explicit 5–8 years and securities services/fund accounting experience make filters strict.
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Manage and support day-to-day client service queries related to Fund accounting and custody transactions ensuring high standards and compliance.
Coordinate with onshore and offshore teams including Coverage, Sales, Product Managers, Operations, and Implementation to drive client service and resolve issues, escalating when necessary.
Prepare MIS reports and contribute to continuous improvement initiatives to enhance operational efficiency.
5 to 8 years of client service experience in Securities Services, covering Fund Services and preferably Custody.
Experience handling client queries on transactions, trade settlements, cash settlements, FX, Corporate actions, and KYC across global markets.
Proficient in MS Excel and other MS-Office applications.
Work Experience Required: 5 to 8 years in relevant client services domain.
Experienced in managing complex client queries and collaborating with global virtual teams in a matrixed organization.
Competent in client relationship management involving communication, influencing, and negotiation with both clients and internal stakeholders.
Proven ability to leverage AI tools responsibly to enhance productivity and solve business problems in a highly dynamic, data-intensive environment.