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Global brand, metro location, common operations title, and 1–2 year band increase candidate competition.
Operations/process skills are broadly transferable, but brokerage experience gives industry preference.
Explicit 1–2 year requirement and communication/MS Office skills make filters moderately strict.
Manage and process service request cases accurately within defined deadlines and operating procedures.
Communicate and coordinate with advisors, clients, and US-based business partners to resolve service issues and obtain necessary information.
Participate in training and team meetings to develop process knowledge and identify improvement opportunities.
1-2 years of experience preferred in brokerage or financial services; strong academic background preferred.
Proficiency in MS Office applications (Word, PowerPoint, Excel) and good computer knowledge required.
Strong communication, interpersonal, organizational, and time-management skills mandatory.
Work Experience Required: Preferred 1-2 years in brokerage/financial services; notice period not explicitly mentioned.
Experienced in client service and operations within financial or brokerage domains, comfortable interacting with US-based partners.
Detail-oriented and capable of accurately processing and managing multiple service requests under deadlines.
Able to work effectively in a structured, collaborative environment with emphasis on process adherence and continuous improvement.