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Ld Rep, Client Processing

Chennai, TN
Job Code:
  • Banking & Finance
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Job Details

Provides quality client service and support to clients on a daily basis, including phone interaction, more complex problem resolution and account transaction processing in a timely manner. Performs complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. Performs complex processing of updates to client accounts or company records. 2 Executes client requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. 2 Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Identifies, investigates and resolves problems in client accounts or company records. 1 Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional. 1 May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions. Responsible for the quality and completion of own work. High school/secondary school or the equivalent combination of education and experience is required; bachelor s degree preferred. 3-5 years of total work experience is preferred. Experience in brokerage processing is preferred.
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-5


Banking -General | Broker | Claims/Collection Mgmt | Corporate Advisory
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