Senior Transaction Specialist

Job description

**L 3 level Senior Transaction Processing Executive/Officer – to process the Capital Market – Brokerage process documents for a Non-Voice BPS account (US Client).** **Technical Skills:** - Excellent MS Office skills – MS Excel, Power Point, Excel Macros and E Mail Drafting & data analysis. - Good Typing Speed of 28 WPM with >=95% accuracy - Excellent Communication skills – to attend Client Calls, Onshore Training etc - Understanding of financial transactions / compensation structures (preferred) **Process Skills:** - The Senior Transaction Processing Executive/Officer will support the service team by managing and resolving client compensation-related cases, including research, validation, categorization, and communication with financial advisors. This role involves working on a newly established workflow and queue, requiring strong analytical skills, attention to detail, adherence to communication, and compliance guidelines. - Experience in wealth management / broker-dealer operations - Familiarity with case routing and workflow tools - Exposure to SOP-driven environments and quality frameworks **Behavioral Skills** : - Strictly US Shift Working Hours (India late evening OR Night shift) – should be flexible to do Over Time duty if required. - Punctual and adherence to attendance and Leaves - To report to Team Lead and follow the Instructions and the HR Policies as per Company **Certification:** - Bachelor’s degree in finance, Business Administration, Commerce, or related field. - Additional Certification on Stock Market Subjects is added advantage. - No Engineering / Tech Graduates **Roles & Responsibilities:** - Manage the day–to day processing as per the defined timelines of the LOB - Adhere to the set KRA and SLA internal and external - Knowledge of client agreed SLA as discussed in monthly huddles and awareness sessions - Become a process expert by getting trained in critical queues - To be flexible with the needs of the customer and overachieve the numbers as per the need of the hour - Keep the immediate manager informed of task accomplishment, issues if any identified - Adhere to deadlines and always ensure fidelity on data submission. **Experience requirements:** - 3 - 5 years in financial services operations / wealth management/ Client servicing / case management - Compensation or transaction processing (preferred) **Expected Competencies:** - Strong analytical and problem-solving skills - Excellent verbal and written communication (especially email etiquette) - Attention to detail and accuracy - Ability to manage multiple cases with tight deadlines - Adaptability to new processes and workflows