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Global financial brand, metro Noida location, and generalist operations trainee title increase candidate competition.
Client-advisor brokerage operations require financial domain knowledge, making industry fit moderately important.
Explicit 1-2 years desired and brokerage/financial experience preferred increases screening but no certifications required.
Handle client and advisor service requests and issues related to financial accounts, ensuring timely and accurate resolution.
Communicate with advisors and collaborate with US business partners for missing/incomplete information to complete service requests.
Follow operational procedures to approve or reject service requests based on order status and provide rationale for decisions.
Strong communication, interpersonal, organizational, and time-management skills mandatory.
Proficiency in MS Office applications (Word, PowerPoint, Excel) required.
Preferred 1-2 years experience in brokerage or financial services; strong academic background preferred.
Work Experience Required: Preferred 1-2 years in brokerage/financial services (not strictly mandatory). In-office work required at least 3 days/week with flexibility for 2 days remote.
Candidate with brokerage or financial services experience or strong interest in these domains to handle client-advisor interactions effectively.
Person comfortable operating with US-based stakeholders for cross-border communication and coordination.
Candidate able to work fixed full-time shift (8:00 pm to 4:30 am India time) and in hybrid in-office and remote work environment.