We’re Hiring: Financial Services | Wealth Management Operations

? Location: Bengaluru

? Experience: 4–6 Years

? Shift: 2:30 PM – 11:30 PM IST (Versatile)

? Qualification: Graduate

Role Overview:

We are looking for experienced professionals in financial services operations to support Wealth Management Cost Basis Operations . The role involves maintaining accurate cost basis records, resolving client inquiry tickets, investigating discrepancies, and supporting US tax reporting compliance.

Key Responsibilities:

- Track, update, and maintain accurate cost basis records for Wealth Management clients.
- Resolve inquiry tickets and discrepancies related to missing or inaccurate records.
- Support accurate IRS Form 1099 reporting and US tax compliance.
- Perform root cause analysis (RCA) to identify and resolve recurring issues.




- Process transactions accurately while meeting strict SLAs and quality standards.
- Manage high-volume workloads, multitask, and deliver within tight deadlines.

Mandatory / Preferred Skills:

- 4–6 years of experience in the financial services industry, preferably in operations.
- Knowledge of US tax reporting, IRS Form 1099, and cost basis regulations is preferred.
- Understanding of corporate actions and settlements.
- Strong Excel skills and transaction processing knowledge.
- Excellent attention to detail, analytical thinking, and problem-solving skills.
- Good communication skills, adaptability, and a strong learning mindset.

Interview Process: Virtual and in-person rounds.

📌 Financial Services | Wealth Management Operations (Bengaluru)
🏢 Artech
📍 Bengaluru