Job Summary

We are looking for a detail-oriented and experienced L3 Senior Transaction Processing Executive/Officer to support our US Wealth - Brokerage Operations. This is a non-voice BPS role focused on handling Admin Solution work for a US-based wealth management client. The ideal candidate will have a solid background in capital markets operations, excellent communication, analytical skills, and the ability to work with high accuracy in a fast-paced environment.

Experience Required
3 to 5 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry.
Hands-on experience in Cash Management and New Account is highly desirable.

Technical & Soft Skills
Proficient in MS Office tools: Excel, PowerPoint and professional email communication.
Typing speed of at least 28 WPM with 95%+ accuracy.
Robust client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations.
Strong written and verbal communication skills.
Excellent analytical thinking and problem-solving abilities.

Process Knowledge
Deep understanding of Capital Market and Stock Market operations, especially the US market.




Expertise in Cash Management, Account Opening, and Maintenance Operations (e.g., householding, client data updates, reporting).
Experience in drafting emails, handling escalations, and preparing reports for internal and client use.
Must maintain 100% accuracy due to the financial impact of any errors.
Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage their expectations.
Comfortable working in a high-compliance, detail-oriented setting.

Working Conditions
US Shift timings (India late evening or night shifts) – flexibility for overtime is required.
Work from Office only.
Adherence to company attendance and leave policies is mandatory.
Reporting to the Team Lead, with accountability to follow team and HR policies.

Educational Qualifications
12+3 year education is mandatory.
Preferred degrees: B.Com, BBA, BBM.
Certifications in Stock Market or Capital Market Operations are an added advantage.
Engineering or Technical graduates (BE, BTech, MTech) are not eligible for this role.

📌 Transaction Processing Executive Pune
🏢 Cloudxtreme
📍 Pune