Service & Operations Process Trainee

Manage service request cases related to advisor and client accounts, ensuring accurate processing within deadlines and according to operating procedures.

Communicate and coordinate with advisors and US home office stakeholders to resolve service issues and obtain necessary information to complete requests.

Contribute to process improvements and participate in training to enhance operational and domain knowledge.

Proficiency in MS Office applications (Word, PowerPoint, Excel) and strong computer skills.

Strong communication, interpersonal, organizational, and time-management skills.

Preferred 1-2 years experience in brokerage or financial services (preferred, not mandatory).

Work Experience Required: Preferred 1-2 years experience; not strictly mandatory as per JD.

Familiar with brokerage or financial services processes and terminology for efficient service request handling.

Operates well in a structured, process-driven, and client-focused environment with deadlines and coordination across geographies.

Capable of working primarily in-office with some flexibility for remote work, adhering to a blend of team collaboration and independent case management.