Senior Process Executive @ Unnati

Job Description

1-3 Yrs Exp in Wealth Management - Securities Ops, Exposure to financial Instruments & Financial markets 1) Handle all incoming operational volume for the Service organization. This would include account updates, account conversions, cashiering functions, items not in good order, among others 2) Trade Life Cycle, Trade Confirmations/Settlements, International and Local US Market settlement procedures 3) Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows. ( Document Control ) 4) Account opening and Maintenance: Transfers b/w banks and intermediatory, Free movement (FOP) process understanding with SSI s /Swifts 4) Reach out to Advisors on not-in-good-order work requesting corrected paperwork or new paperwork based on various situations 5) Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors 6) Provide accurate, valid, and complete information by using the appropriate online and in-house resources 7) Actively seek new learning opportunities within your current role to increase scope and production 8) Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet 9) Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy

Employement Category:

Employement Type: Full time
Industry: IT Services & Consulting
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Senior Process Executive

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Keyskills:   customer relations accounts sla quality insurance high level of accuracy trade life cycle life cycle mail sorting account opening document control wealth management financial markets market operations financial instruments reach wealth control capital ssi