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Strong employer brand, generalist operations trainee role in metro Noida increases applicant competition.
Core operations skills are transferable, but brokerage product knowledge raises domain specificity.
Desired 1-2 years brokerage experience plus communication and MS Office skills create moderate screening filters.
Handle service requests related to client accounts by working with advisors and clients to resolve issues and provide information.
Accurately process service request cases adhering to deadlines and defined procedures, including assessing requests for completeness and correctness.
Coordinate with US-based business partners to gather necessary information and participate in ongoing training and team meetings to improve operations.
Good communication, interpersonal, organizational, and time-management skills.
Proficient in MS Office applications (Word, PowerPoint, Excel).
Work Experience Required: Preferably 1-2 years in brokerage or financial services field; orientation towards strong academic background.
Work location: Hybrid in-office model, minimum 3 days per week in office (India).
Experience in brokerage or financial services domain with operational support focus.
Comfortable working cross-functionally with international teams (specifically US-based partners).
Detail-oriented and process-driven to ensure accurate and timely processing of requests under prescribed procedures.