Partner at Infinite HR
Views:38 Applications:13 Rec. Actions:Recruiter Actions:3
Manager - Customer Service - Broking Firm (3-5 yrs)
- Manage queries of internal & external stake holders - with respect to documentation/Broking & other financial products
- Daily Reporting & MIS
- Ensure smooth operations of process & responsibilities assigned
- Partner with Client facing teams & ensure complete documentation of ongoing products, review documents, stay current with all regulatory changes, maintain records.
- Handling & maintenance of confidential client documentation
- Communicating/Escalating to management when applicable
- Ability to learn & communicate new processes & regulatory requirements
- Strongly engage with middle office & be a part of interactions wherever necessary
- Ability to comprehend KYC Risk Factors & draft an overall summary.
- Client Focussed & Strong customer service skills