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Moderate brand and a common, entry-level operations role increase applicant density.
Process and client-service skills transferable, but brokerage domain knowledge preferred.
Minimal mandatory experience and generic skills make shortlisting relatively flexible.
Handle service request cases related to advisor and client accounts by ensuring accurate and timely processing as per defined procedures and deadlines.
Serve as a communication link between advisors, clients, and business partners (including the US Home Office) to resolve queries, gather information, and finalize service requests.
Participate in operational and domain skill development and contribute to process improvements via team meetings and discussions.
Work Experience Required: Preferred 1-2 years in brokerage or financial services industry but not strictly mandatory.
Proficient in MS Office applications (Word, PowerPoint, Excel) and good overall computer skills.
Strong communication, interpersonal, organizational, and time management skills.
Ability to work in-office at least 3 days a week (location: India, timing 8:00 AM to 4:30 PM IST).
Has exposure to brokerage or financial services domain with an understanding of service request processing.
Capable of coordinating and liaising with multiple stakeholders including offshore teams for information gathering and issue resolution.
Detail-oriented executor comfortable with structured processes and deadlines in a client service environment.