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Popular operations role, metro location, early-mid experience, and known financial brand increase applicant competition.
Moderate—prefer brokerage/financial-services experience, but skills are reasonably transferable.
Minimal mandatory filters; no strict certifications or years required.
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Handle service requests and issues related to advisor and client accounts, ensuring accurate processing per deadlines and procedures.
Communicate with advisors and US business partners to resolve queries and gather necessary information to complete service requests.
Participate in training and team meetings to develop skills, improve processes, and support operational excellence.
Strong communication, interpersonal, organizational, and time-management skills.
Proficiency in MS Office applications (Word, PowerPoint, Excel).
Desired 1-2 years experience in brokerage or financial services domain.
Work arrangement: Hybrid with at least 3 days in-office per week, working hours 8:00pm-4:30am India time.
Has prior exposure to brokerage or financial services processes supporting advisors and clients.
Operates effectively in collaborative, client-facing, and process-driven environments.
Comfortable working across time zones and coordinating with US-based teams.