Service & Operations Process Trainee
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Data-driven signals on your job's competitivenessMetro Gurgaon, generic operations trainee title, and recognized financial brand increase candidate competition.
Core operations and customer-service skills are transferable, though brokerage experience favors financial-services candidates.
Some desired 1-2 years brokerage experience and domain familiarity required, but no strict certifications.
Job Description
Structured overview of role & requirementsAbout This Role
Manage service request cases related to client accounts by liaising with advisors and ensuring timely resolution according to operating procedures.
Communicate and coordinate with US-based business partners to obtain missing information for service requests and deliver a differentiated client/ advisor experience.
Participate in training and team meetings to develop operational, domain, and soft skills and identify process improvement opportunities.
Minimum Requirements
Proficiency in MS Office applications (Word, PowerPoint, Excel).
Strong communication, interpersonal, organizational, and time-management skills.
Desired 1-2 years experience in brokerage or financial services; not mandatory but preferred.
Work Experience Required: Desired 1-2 years in brokerage/financial services; not explicitly mandated as minimum.
Ideal Candidate Profile
Comfortable working in a client-centric, relationship-driven environment requiring collaboration with US-based teams.
Able to handle operational processes with attention to detail and adherence to deadlines in a structured workplace.
Capable of managing multiple service requests and understanding financial service domain concepts, preferably with product/ brokerage knowledge.