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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Finance / Accounts / Tax,Sales / BD |
EmploymentType | Full-time |
*SUMMARY This position is in the Account Services- Operations- department, which consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance functions. RESPONSIBILITIES - Review paper and electronic applications to determine documents are in good order - Manually process applications as needed with speed and accuracy - Handle exception and reconciliation reports, and help execute risk controls - Quickly respond to related Operations and Customer Service inquiries - Work with various lines of business to identify fraudulent or high-risk new accounts - Process all work daily to maintain excellent service levels - Identify and document process and system enhancements for productivity, quality, and efficiency - Communicate with internal partners across all lines of business at all levels - Support implementation of operational efficiency projects such as DocuSign and UiPath RPA, *BASIC - Minimum of 2 years of financial operations experience or equivalent - Strong written and oral communication skills with a track record of excellent customer service - Strong analytical skills including ability to research, schedule, analyze and present findings - Proven organizational skills with attention to detail - Strong computer skills (Word, Excel, Access, etc.) - Must be a dynamic and self-starting individual, able to work independently and as part of a team PREFERRED - Experience with SQL or Tableau - 2+ years- experience with rules and regulations governing bank and brokerage accounts - Bachelor- s degree preferred - Experience creating DocuSign forms - Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)
Keyskills :
new account openingstrong analytical skillscomputer skillsaccount openingcustomer serviceanalytical skillsoral communicationaccount maintenance