Capital Markets Services Associate

Accenture; Mumbai; On-site; INR 600,000 - 840,000; Full time

Job summary

Accenture is seeking a Capital Markets Services Associate for Wealth Management applications. You will review and validate customer account opening forms, ensure KYC compliance, and liaise with Compliance and Risk teams to resolve documentation issues.

The role is an individual contributor with a focused scope and may require rotational shifts. Graduation is required, with 1–3 years of experience in the wealth management or capital markets space.

Qualifications

• Wealth management experience preferred
• Knowledge of Wealth and Asset Management applications is desired
• 1–3 years of experience in capital markets or wealth management

Responsibilities

• Review and validate customer account opening forms and supporting documents.
• Ensure compliance with KYC (Know Your Customer) and other regulatory requirements.
• Perform quality checks on account opening cases to identify discrepancies or missing information.
• Liaise with internal teams (Compliance, Risk) to resolve documentation issues.
• Maintain accurate records of validation checks and elevate non-compliant cases.
• Recommend process improvements to enhance accuracy and efficiency.
• Stay updated with changes in regulatory requirements and internal policies.

Skills

Wealth and Asset Management Apps

Education

Graduation

Job description

Skill required

Wealth Management - Wealth and Asset Management Applications

Designation

Capital Markets Services Associate

Qualifications

Any Graduation

Years of Experience

1 to 3 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

• NA
• Looking for someone with wealth management experience
• A wealth management and investment advisory firm with a long history of supporting multi generational families in growing and preserving wealth.

What are we looking for?

• Primary skill - Wealth and Asset Management Applications - P3

Roles and Responsibilities

• Review and validate customer account opening forms and supporting documents.
• Ensure compliance with KYC (Know Your Customer and other regulatory requirements.
• Perform quality checks on account opening cases to identify discrepancies or missing information.
• Liaise with internal teams ( Compliance, Risk) to resolve documentation issues.
• Maintain accurate records of validation checks and elevate non-compliant cases.
• Recommend process improvements to enhance accuracy and efficiency.
• Stay updated with changes in regulatory requirements and internal policies

In this role you are required to solve routine problems, largely through precedent and referral to general guidelines.

Your expected interactions are within your own team and direct supervisor.

You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments.

The decisions that you make would impact your own work.

You will be an individual contributor as a part of a team, with a predetermined, focused scope of work.

Please note that this role may require you to work in rotational shifts

Any Graduation

Important Notice

We have been alerted to the existence of fraudulent messages asking job seekers to set up payment to cover various costs associated with establishing employment at Accenture. No one is ever required to pay for employment at Accenture. If you are contacted by someone asking for payment, please do not respond, and contact us at [e-mail] immediately.

Equal Employment Opportunity Statement

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.