Staff - Bt-fs Middle Office Operations - Bengaluru, Karnataka, India - EY
Description
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you.
And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.EY - GDS -
Consulting - Wealth Operations
As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their
wealth operations across their middle and back office functions.
This includes working with the clientele to setup their
Global Delivery Centers and a reliable and scalable operating model that will enable their requirements and growth.
Performance Improvement initiatives at an engagement/project level. This includes techno-functional role conducting finance processes assessments, deep diving and analysing pain areas and coming up with solutions.
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The opportunity
We're looking for Consultants with expertise in
client/customer onboarding, CRM operations, KYC, Trust Processing and other middle and back office processes of Wealth management firms.
The opportunity will include
taking transition and delivering on processes for clients on daily basis and working with market leading financial services institutions across the globe.
This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a new service offering.
key responsibilities
- Delivery of operations, processes per client requirements/ SLAs
- Ensure daily end of day sign offs on deliverables and KPIs
- Support and provide inputs on metrics and reporting (SLAs, KRIs and KPIs)
- Document processes, standard operating procedures, checklists and get them signed off by the leadership/clients and ensure implementation of the same by the team
- Identify and provide inputs for process improvements, efficiencies, automation etc
- Help with screening and hiring resources to build teams
Skills and attributes for success
- Sound knowledge of the Wealth Industry and exposure to Wealth operations
- Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing)
- Proficiency in English (oral and written)
- Flexible and adaptable; able to work in ambiguous situations
- Capability to support others and help them in their day to day tasks
- Must be a team player and able to work collaboratively with and through others
To qualify for the role, you must have
- Graduation / Postgraduation in commerce/finance, MBA (Finance)
- 2+ years of experience in Wealth Management operations
- Strong Excel skills
What we look for
- A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fastmoving environment
- Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries
What working at EY offers
At EY, we're dedicated to helping our clients, from world's top companies — and the work we do with them is as varied as they are.
Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that's right for you
About EY
As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world.
That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better.
Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.
EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
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