Senior Wealth Operations Analyst (Service RM)

Client Associates Private Limited; Thane; On-site; INR 600,000 - 800,000; Full time

Job summary

Client Associates Private Limited is India’s leading multi-family office offering private wealth management services. The team delivers end-to-end wealth operations, coordinating with funds, custodians, and advisors to ensure precise transaction processing and documentation.

Applicants must hold an MBA/PGDM with Finance specialization or equivalent and possess strong Excel, PowerPoint, and MS Office skills. NISM Series V-A certification is mandatory.

Qualifications

• MBA/PGDM in Finance or equivalent required.
• Strong analytical and communication skills.
• Proficiency in MS Excel and PowerPoint mandatory.

Responsibilities

• Provide end-to-end operational support for wealth management products (Mutual Funds, AIFs, PMS).
• Process client transactions and ensure timely completion per internal processes.
• Prepare and maintain transaction documentation and MIS reports.
• Coordinate with fund houses, custodians, and financial institutions for execution.
• Maintain accurate client records and liaise with stakeholders to close tasks.

Skills

Excel

PowerPoint

MS Office

Education

MBA/PGDM Finance

B.Com/BBA

Tools

MIS

Job description

Experience level: 3-7 years of relevant industry experience

Location: Gurgaon

Education: MBA Finance/ BBA or B. Com /Eco Hons

About us

Client Associates (CA) is India's first and largest Multi Family Office Firm founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the Best Team of Private Bankers in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories:

1. Winner Best Multi Family Office In India at the India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year, 2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 & 2009

Key Responsibilities

• Provide end-to-end operational support for wealth management products, including Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS)
• Execute and process client transactions while ensuring timely completion and adherence to internal processes
• Prepare, review, and maintain transaction-related documentation and ensure accurate record filing
• Coordinate with fund houses, custodians, and other financial institutions for seamless transaction execution and issue resolution
• Analyze transactions, monitor progress, and liaise with internal and external stakeholders to ensure timely completion
• Maintain accurate client records, operational data, and Management Information System (MIS) reports
• Provide proactive service support to Advisors and Relationship Managers by sharing daily updates on pending and actionable items and tracking them to closure
• Facilitate the opening and maintenance of client bank accounts, demat accounts, and other investment-related accounts
• Manage administrative activities related to clients' overall wealth portfolio, including held-away investments such as shares, bonds, real estate, and other assets
• Coordinate with clients and external service providers to ensure efficient execution of operational and service-related requests
• Collaborate with clients' professional advisors, including Chartered Accountants, auditors, legal advisors, finance teams, and other stakeholders, to support wealth-related documentation and operational requirements
• Ensure compliance with organizational policies, regulatory guidelines, and operational best practices while delivering a high standard of client service

Candidate Profile

• Full-time MBA/PGDM with a specialization in Finance, BCOM/BBA or an equivalent qualification
• Strong proficiency in Microsoft Excel, PowerPoint, and other MS Office applications
• Excellent analytical, problem-solving, and communication skills, with the ability to work effectively in a collaborative team environment
• Self-motivated, proactive, and result-oriented, with the ability to take ownership and drive tasks to completion
• Well-organized and disciplined, with strong planning, prioritization, and stakeholder management skills
• Demonstrates a strong client-centric approach with a commitment to delivering high-quality service and maintaining attention to detail
• NISM Series V-A (Mutual Fund Distributors Certification) certification is mandatory