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Senior Process Executive

0.00 to 1.00 Years   Hyderabad   27 Dec, 2023
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    1-3 Yrs Exp in Wealth Management - Securities Ops, Exposure to financial Instruments & Financial markets 1) Handle all incoming operational volume for the Service organization. This would include account updates, account conversions, cashiering functions, items not in good order, among others2) Trade Life Cycle, Trade Confirmations/Settlements, International and Local US Market settlement procedures3) Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows. ( Document Control )4) Account opening and Maintenance: Transfers b/w banks and intermediatory, Free movement (FOP) process understanding with SSI s /Swifts4) Reach out to Advisors on not-in-good-order work requesting corrected paperwork or new paperwork based on various situations5) Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors6) Provide accurate, valid, and complete information by using the appropriate online and in-house resources7) Actively seek new learning opportunities within your current role to increase scope and production8) Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet9) Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy,

Keyskills :
customer relationsaccountsslaqualityinsurancehigh level of accuracytrade life cyclelife cyclemail sortingaccount openingdocument controlwealth managementfinancial marketsmarket operationsfinancial instrumentsreachwealthcontrolcapital

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