Job Summary

Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support. Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks. Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion) Ensure query resolution till completion within agreed service levels and client satisfaction. Commit to a culture of continuous improvement and centered on client service. Deliver excellent client service while continuously challenging our process efficiency and behavior.

Responsibilities

- Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
- Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
- Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
- Ensure query resolution till completion within agreed service levels and client satisfaction.
- Commit to a culture of continuous improvement and centered on client service.




- Deliver excellent client service while continuously challenging our process efficiency and behavior.

Qualifications

- Education: University degree (Bachelors) required.
- Experience: Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers.
- Or MBA apprenticeship with a finance profile.
- Or three years of Inbound Client services experience in the International BPO industry for banking/ finance process.
- Passion for dealing with clients and understanding of securities and global custody products.
- Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for current technologies.
- Strong problem-solving skills and ability to work under pressure.
- Focused on client service and timely resolving of client enquiries.
- Adaptable, motivated, self-directed, and driven (always staying up to date and improving).
- Fluent in English (any other European language is a plus).
- Comfortable with rotational shifts including night shifts.

Key Skills

- Client Service
- Securities
- Global Custody
- Settlement
- Financial Services
- Problem-solving
- English
- Night Shifts

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Funds & Banking Associate I (Mumbai)
🏢 Interactive Brokers
📍 Mumbai