Back
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Tier-1 financial brand plus entry-level generalist operations role and metro hiring drives high applicant competition.
Process and client-service skills transferable, but brokerage domain knowledge preferred.
No mandatory years, certifications, or specialized skills; communication and basic MS Office emphasized.
Manage communication and service issues with financial advisors and clients ensuring timely resolution and support on account-related requests.
Accurately process and approve or reject service requests per defined procedures and deadlines, ensuring completeness of information and documentation.
Collaborate with US-based business partners for information follow-ups and participate in team discussions for process improvements.
Experience Required: Preferred 1-2 years in brokerage or related financial services; Work Experience Required: Not explicitly mentioned in the JD.
Proficiency in MS Office applications (Word, PowerPoint, Excel) and good computer skills.
Strong communication, interpersonal, organizational and time-management skills.
Work location: Hybrid model with minimum 3 days in-office per week in India; Specific shift timings: 8:00 PM to 4:30 AM.
Candidate with operational experience or background in brokerage or financial services likely to succeed due to nature of service and processing tasks.
Comfortable working with cross-border teams, especially US-based partners, and managing detailed documentation workflows.
Adaptable to a structured process-driven environment with a focus on accuracy and client/advisor interaction.