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1 день назад

Senior Client Service Rep - PA

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
India
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Client Service Rep - PA (Portfolio Administration): Managing institutional separate account portfolios and retail products while resolving operational queries and delivering accurate client service with an accent on issue resolution, customized reporting, and stakeholder coordination. Focus on supporting onboarding and transition activities, designing complex procedures, and coordinating across global teams and time zones.

Location: Hyderabad, India; onsite work shift from 6:30 AM to 3:30 PM IST

Company

hirify.global is an asset manager providing investment products, portfolio administration, operational support, and client services.

What you will do

  • Own assigned institutional separate account portfolios and retail products.
  • Proactively troubleshoot client and operational queries and track issues through resolution.
  • Support onboarding, restructuring, transition activities, and custodian-change meetings.
  • Design and maintain customized reports and operational procedures.
  • Build operational relationships with internal and external stakeholders across Sales, Marketing, Client Services, Portfolio Management, Trading, and Performance teams.
  • Deliver accurate, seamless service to internal and external stakeholders.

Requirements

  • Bachelor’s degree, preferably in Finance or a related field.
  • Experience in the investment management industry.
  • Experience supporting listed and over-the-counter instruments.
  • Strong analytical, problem-solving, communication, organizational, and prioritization skills.
  • Interest in technology and Artificial Intelligence tools, plus experience with process automation initiatives.
  • Familiarity with Aladdin, SQL, Microsoft Power BI, and Power Automate; ability to work across time zones.

Culture & Benefits

  • Professional development through in-house classes and more than 150 web-based training courses.
  • Educational assistance for continuing education.
  • Medical, life, and personal accident insurance, including medical coverage for eligible dependents.
  • Employee Stock Investment Plan, personal loan assistance, and 12 weeks of paternity leave.
  • Onsite fitness and recreation facilities, cafeteria, transport, childcare facility for women employees, library, health center, and ATM.

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