Brokerage Operations Representative II

Coutts Financial
  • Bangalore, Chennai, Agra, Aurangabad, Lucknow, Nagpur, Vellore
  • 35-70 lakh
  • 1-6 years
  • 29 Jan 2016

  • Senior Management-Operation, Administration/ Facilities, After Sales Service - Product

  • Financial Services/ Capital Markets, Investment Banking, Banking - Corporate
Job Description

Job Description:

Respond to calls from business partners correspondents back offices, or outside organizations inquiries via multiple channels (Departments ACD line, email, Xtrac) and be able to use internal databases (Cactus).
Process complex monetary transactions that require special handling or are for strategic clients (i.e. credits and adjustments, wires, ACH investigations, trade cancellations, re-deposit decisions, NIGO and exceptions items) using various internal systems.
Provide "World Class" customer service to customers.
Review reconciliation of reports and accounts to identify/research open/aged items, track trading activity, mutual fund purchases.
Oversight and escalation point for processes by conducting research and resolution.
Serve as a primary contact/escalation point for internal/ external vendors.
Monitors the quality of processing done by junior associates by reviewing daily/weekly/quarterly reports.

Competencies/Skill sets for this job

Financial Skills Banking Invesment Operations Fund

Job Posted By

About Organisation

Coutts Financial