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Strong brand, generalist Quality Analyst title, and metro location increase applicant competition.
Role requires domain-specific financial planning and compliance knowledge, limiting cross-industry transferability.
No explicit years or certifications, so moderate screening on QA experience and compliance knowledge.
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Conduct quality assurance reviews of financial and non-financial planning deliverables produced by servicing teams.
Provide written constructive feedback and mentoring to servicing analysts to improve quality and compliance.
Manage workflow tasks including review feedback discussions, query resolution, and administrative updates to ensure timely and quality completion.
Relevant working experience in Quality Assurance.
Required Qualifications: Master's degree or equivalent.
Full-time availability with working hours from 8:00 PM to 4:30 AM India time zone.
Work Experience Required: Not explicitly mentioned in the JD beyond relevance to Quality Assurance.
Experience operating in financial services quality assurance environments, specifically with financial planning deliverables.
Strong communication skills for delivering feedback and mentoring peers effectively.
Detail-oriented professional with a proactive approach to managing quality compliance and supporting team improvement initiatives.