Client Services Representative: Funds & Banking

6 Months ago • 3 Years + • Finance • Operations

Job Summary

Job Description

Client Services Representative needed in Mumbai, India to handle inquiries related to asset and cash transfers. Must have experience in securities and global custody products, strong problem-solving skills, and fluency in English. Prior experience in the financial and security service industry is preferred.
Must have:
  • Client Service
  • Securities Transfer
  • Global Custody
  • Problem Solving
Good to have:
  • Cash Transfers
  • Financial Services
  • European Language
  • New Technologies
Perks:
  • Performance Bonus
  • Medical Insurance

Job Details

Job Description & Requirements:

  • Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
  • Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
  • Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
  • Ensure query resolution till completion within agreed service levels and client satisfaction.
  • Commit to a culture of continuous improvement and centered on client service.
  • Deliver excellent client service while continuously challenging our process efficiency and behavior.

 

Qualification:

  • Education: University degree (Bachelors) required
  • Experience: Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking/ finance process.
  • Passion for dealing with clients and understanding of securities and global custody products.
  • Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
  • Strong problem-solving skills and ability to work under pressure
  • Focused on client service and timely resolving of client enquiries.
  • Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
  • Fluent in English (any other European language is a plus)

 

Company Benefits & Perks: 

  • Competitive salary package.
  • Performance-based annual bonus (cash and stocks)
  • Group Medical & Life Insurance.
  • Modern offices with free amenities & fully stocked cafeterias
  • Monthly food card & company-paid snacks.
  • Hardship/shift allowance with company-provided pickup & drop facility*
  • Attractive employee referral bonus.
  • Frequent company-sponsored team-building events and outings

 

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

#LI-HP1

Similar Jobs

Tesla - Market Manager, Financial Services EMEA

Tesla

North Holland, Netherlands (On-Site)
2 Months ago
PwC - Business Support Senior Associate

PwC

Makati, Metro Manila, Philippines (On-Site)
6 Months ago
Playtika - FP&A Specialist Student - Temporary

Playtika

Israel (On-Site)
3 Months ago
Lionsgate Games - Financial Analyst, Contract Compliance & Third Party Audit

Lionsgate Games

Santa Monica, California, United States (On-Site)
1 Month ago
11 bit studios - Financial Analyst

11 bit studios

Warsaw, Masovian Voivodeship, Poland (Hybrid)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Jobs in Mumbai, Maharashtra, India

Nagarro - Senior Staff Engineer, Big Data

Nagarro

India (Remote)
6 Months ago
Contentstack - Senior Software Engineer I (MERN Stack)

Contentstack

Mumbai, Maharashtra, India (On-Site)
1 Day ago
CleverTap - Senior Customer Success Engineer

CleverTap

Mumbai, Maharashtra, India (On-Site)
6 Months ago
ByteDance - Innovation Tech Solution Sales

ByteDance

Gurugram, Haryana, India (On-Site)
1 Month ago
Google - Ad Tech Sales Engineer

Google

Gurugram, Haryana, India (On-Site)
2 Weeks ago
Nagarro - Staff Engineer, Java

Nagarro

Bengaluru, Karnataka, India (On-Site)
6 Months ago
DNEG - Head of Taxation

DNEG

Mumbai, Maharashtra, India (On-Site)
8 Months ago
Golden Opportunities - IT Recruitment Experts

Golden Opportunities

Pune, Maharashtra, India (On-Site)
7 Months ago
Assystems - OHE Design Engineer

Assystems

Gurugram, Haryana, India (On-Site)
6 Months ago
Rackspace Technology - AWS Service Delivery Manager

Rackspace Technology

India (Remote)
1 Month ago

Get notifed when new similar jobs are uploaded

Finance Jobs

Ember Lab - Senior Accountant

Ember Lab

Orange, California, United States (On-Site)
3 Weeks ago
PwC - SAP FICO Senior Associate

PwC

Kolkata, West Bengal, India (On-Site)
7 Months ago
NVIDIA - Senior Manager, Internal Audit and SOX

NVIDIA

Santa Clara, California, United States (On-Site)
1 Month ago
ByteDance - Cash Management FX Expert, Treasury - Global Payment

ByteDance

Singapore (On-Site)
1 Week ago
Aristocrat Gaming - Finance Director - Aristocrat Interactive, Product Development & Technology

Aristocrat Gaming

London, England, United Kingdom (Hybrid)
1 Week ago
Social Discovery Ventures - VP of Finance

Social Discovery Ventures

Cyprus (Remote)
7 Months ago
Interactive Brokers - Professional Services Representative

Interactive Brokers

Greenwich, Connecticut, United States (On-Site)
6 Months ago
Assystems - Internal Finance Auditor

Assystems

Gurugram, Haryana, India (On-Site)
6 Months ago
PwC - ETIC, Transaction Monitoring Name Screening (FinCrime) - Associate

PwC

Cairo, Cairo Governorate, Egypt (On-Site)
7 Months ago
Netflix - Senior Revenue Accountant, Experiences

Netflix

Los Gatos, California, United States (On-Site)
2 Weeks ago

Get notifed when new similar jobs are uploaded

About The Company

London, England, United Kingdom (Hybrid)

Mumbai, Maharashtra, India (On-Site)

Kowloon, Hong Kong (On-Site)

Greenwich, Connecticut, United States (Hybrid)

Chicago, Illinois, United States (Hybrid)

Fort Lauderdale, Florida, United States (Hybrid)

Greenwich, Connecticut, United States (Hybrid)

Zug, Zug, Switzerland (On-Site)

Mumbai, Maharashtra, India (On-Site)

View All Jobs

Get notified when new jobs are added by Interactive Brokers

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug