Associate managing client service operations primarily for broker - dealers and wealth managers in the financial services industry. The role involves corporate action events, data reconciliation, and client support.
About the role
- Associate managing client support services in Bangalore for financial services and delivering high-quality client support. Handling corporate actions, client inquiries, and ensuring compliance with internal policies.
Responsibilities
- Manage daily operations within the Corporate Actions & OpaaS team, ensuring timely completion of tasks.
- Respond to client inquiries with professionalism, accuracy, and timeliness, ensuring high service standards.
- Monitor and process corporate action events, including researching, creating, editing, and validating data.
- Perform data reconciliation by identifying and resolving out-of-balance positions for live and conversion clients.
- Troubleshoot technical issues and coordinate with technical support teams as needed.
- Support tax season activities (January–April) with additional operational responsibilities.
- Assist in the execution of medium- and long-term projects, including documentation, tracking, and reporting.
- Collaborate with operations, client services, product, and tax teams to maintain accuracy and compliance.
- Identify high-risk or complex issues and escalate appropriately.
- Ensure compliance with internal policies and regulatory standards in all client service operations.
Requirements
- 1+ years of relevant experience in client service, operations, support teams, or financial services.
- Bachelor’s degree or equivalent combination of education and experience.
- Proven attention to detail and ability to manage multiple tasks with precision.
- Excellent communication skills, both written and verbal.
- Familiarity with cost basis and tax reporting processes is preferred.
- Ability to work effectively in a team-oriented, cross-functional environment.
- Proficiency in Microsoft Office Suite; experience with CRM or ticketing systems is a plus.
- Demonstrated ability to follow structured processes and meet deadlines consistently.
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Legal Client Services Portfolio Banker responsible for analyzing credit information and recommending credit extension decisions. Collaborates with law firms and manages loan transactions, focusing on financial trends and compliance.
Relationship Manager working closely with the Legal Client Services Director. Developing relationships and providing quality banking solutions to law firms and attorneys in Newport Beach, CA.
Customer Service Specialist providing day - to - day support for employee benefit plans at OneDigital. Handling inquiries and ensuring accurate administration of benefits while building positive client relationships.
Director of Client Service Management at Fidelity Stock Transfer responsible for supporting next - generation operations. Building relationships with clients, ensuring operational health, and improving service efficiency.
Join Fidelity as Director, Client Services to ensure exceptional service for financial advisors and clients. Lead a team and develop strategies to improve operations and reporting.
Registered Client Service Associate providing exceptional service to clients and supporting Financial Advisors at Morgan Stanley. Building trusted relationships and assisting clients with their everyday needs.
Client Service Manager leading a highly engaged team focused on excellent customer outcomes at Barclays. Driving performance and developing business plans based on customer needs and insights.
Sr. Client Service Analyst in Corporate Mortgage Finance handling operational functions for mortgage warehouse loans. Responsible for client support and loan activities with compliance to procedures.
Corporate Mortgage Finance Operations Team Lead managing warehouse lending activities. Overseeing loan processing and operational execution while ensuring compliance with policies.