Back Office (Gujarat)

safar Luggage – Date posted: 06 Aug 2015
osition Responsibilities:

• Responsible for servicing the needs of clients, which includes assisting with trades, answering general retirement plan questions, operational issues, and other customer service issues

• Processing of client requests , including establishing new plan and fund accounts

• Apart from processing client requests on a daily basis , the representative is responsible to work on variety of projects and quarter–end tasks

Position Requirements:

• 1 or more years of experience in Financial Services ( Hedge/Mutual Fund Operations and Accounting )

• Able to work in external client facing environment with little supervision

• Knowledge of US based Mutual Funds and OTC products

• Good verbal and written communication skills

• Must be detailed orientated, excellent problem solver and demonstrate the ability to work well under pressure

Additional requirements –

• Exposure to trading domain will be an added advantage

• Strong proficiency in MS Office programs such as Word, Excel and Outlook

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