Client Admin Analyst

Role Overview

• Responsible for managing end-to-end life cycle of client account activities
• Manage end-to-end on boarding process across diverse account types, ensuring all required documentation is accurately collected, validated and efficiently processed
• Foster collaboration with cross-functional teams
• Manage and coordinate continuous maintenance for client accounts
• Clear Communication to internal and external stakeholders about the changes
• Manage the termination of client accounts, ensuring all actions are executed with accuracy and in adherence to company policy and procedures
• Complete cross-functional expertise and serve as a backup resource to enhance team agility across all supported business operations
• Process daily and ad hoc trades with accuracy

Requirements

• MBA (Finance)
• at least 1–3 years of professional experience
• Solid understanding of portfolio accounting/investment operations activities including client on boarding
• Strong written and verbal communication skills
• Ability to take initiative and remain team player, act proactively, and think creatively
• Ability to work independently following established policies and procedures
• Must have good MS office skills viz. MS Excel, word, PPT, share point etc.
• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities
• Ability to work with limited work direction and function effectively in a team environment

Benefits

• equal opportunity employer
• commitment to fostering an inclusive and accessible recruitment process for individuals with disabilities