Specialist - Wealth Management - IN
A Specialist in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.

Key Responsibilities and Duties
Process Management & Operations support: ensure the effective processing of financial plans and report requests with a high level of accuracy. Assist the development and updating of SOPs and process documents.
Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate. Identify improvement opportunities in the underlying process and implement the same.
Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Partner with the business leaders to provide timely updates and insights on the current process
Educational Requirements
University (Degree) Preferred




Work Experience
3+ Years Required; 5+ Years Preferred

Career Level
7IC
Senior Support Analyst Job description:

The Senior Support Analyst job works in the technical design, development, and implementation of application systems. While working independently with limited supervision, this job delivers new design and development specifications based on customer requirements, while adhering to standard procedures and techniques.

Key Responsibilities and Duties
Implements detailed business, functional and technical requirements and specifications for applications.
Develops applications and configures commercial-off-the-shelf (COTS) applications using programming, scripting, and database languages.
Manages application testing, deployment, maintenance, and evolution activities by correcting programming errors, responding to scope changes, and coding application enhancements.
Prepares activity and progress

📌 Associate - Senior Tech Support (Pune)
🏢 TIAA
📍 Pune