Key Skills : Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations
Experience: Candidates must have 35 years of relevant experience.
Domain Expertise: Only candidates with Front Office experience will be considered. This includes exposure to:
Cashing
Recent account setup
KYC processes
Money movement
Onboarding
Paperwork and non-paper experience

Experience Required

2 to 3 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 Recent Account is highly desirable.

Technical & Soft Skills
Proficient in MS Office tools: Excel, PowerPoint and qualified email communication.
Typing speed of at least 28 WPM with 95%+ accuracy.
Strong 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 environment.

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.

📌 Aml & Fincrime Associate Pune (India)
🏢 Cloudxtreme
📍 India