Operations Specialist - Analyst

The iScale

India

On-site

INR 300,000 - 420,000

Full time

9 days ago

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Job summary

The iScale in India (Bangalore) is seeking a Client Implementation Associate to manage end-to-end onboarding of clients in our Global Markets division. You will coordinate with Sales, Compliance, Risk, Legal, and Operations to ensure compliant account setup and a high-quality client experience.

Responsibilities include handling client documentation, approving and maintaining trading accounts, ensuring data accuracy, and supporting process improvements.

Qualifications

  • Strong communication and client handling skills.
  • Analytical thinking and attention to detail.
  • Ability to solve problems and manage multiple tasks.
  • Proficiency in MS Office and web-based tools.
  • Basic knowledge of SQL, Tableau, Alteryx.

Responsibilities

  • Manage client onboarding and trading account setup.
  • Coordinate with stakeholders for documentation and compliance.
  • Maintain client data and ensure data quality.
  • Support existing client accounts and additional features.
  • Collaborate with tech and compliance teams to improve processes.

Skills

Communication
Analytical thinking
Attention to detail
Problem solving
MS Office
Web tools

Tools

Excel
SQL
Tableau
Alteryx

Job description

Join the Bangalore-based Client Implementation team to manage end-to-end onboarding of clients within the Global Markets division. The role involves coordinating with cross-functional teams (Sales, Compliance, Risk, Legal, Operations) to ensure smooth account setup, regulatory compliance, and a high-quality client experience.

You will handle client documentation, approve and maintain trading accounts, ensure data accuracy, and support process improvements. The role also requires understanding financial products (FX, derivatives, equities) and working closely with technology and compliance teams to enhance workflows and controls.

This position demands strong communication, analytical thinking, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Exposure to tools like Excel, SQL, Tableau, or automation platforms is a plus.

Ideal for candidates with: 6 months–1 year experience, interest in financial markets, and a client-facing + operations/analytics mindset.
Mode: 5 days from office (Transportation will be provided)
Key Responsibilities

  • Manage client onboarding and trading account setup
  • Coordinate with stakeholders for documentation and compliance
  • Maintain client data and ensure data quality
  • Support existing client accounts and additional features
  • Collaborate with tech and compliance teams to improve processes
Required Skills
  • Strong communication and client handling skills
  • Analytical thinking and attention to detail
  • Ability to solve problems and manage multiple tasks
  • Proficiency in MS Office and web-based tools
  • Basic knowledge of tools like SQL, Tableau, Alteryx (plus point)
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