Service & Operations Process Trainee

Jobtailor; Delhi; On-site; INR 300,000 - 420,000; Full time

Job summary

Jobtailor in India is seeking a Service Request Associate to accurately process assigned service requests and collaborate with Home Office teams in the United States. You will engage in ongoing training to grow process knowledge and build essential skills, contributing to team meetings and process improvements.

The role requires strong communication, organizational and time-management abilities, with familiarity in MS Office and brokerage exposure.

Qualifications

• Strong communication, interpersonal and time-management skills.
• Proficiency in MS Office (Word, PowerPoint, Excel).
• 1–2 years brokerage experience and strong academic background.

Responsibilities

• Process service request cases accurately and within defined deadlines.
• Participate in trainings to develop process, domain knowledge, and soft-skills.
• Attend team meetings to discuss process updates and improvements.
• Correspond with Home Office in the United States to obtain missing information for service requests.
• Review service requests using various computer applications and supporting documentation.
• Ensure all required information is available to process requests correctly.
• Follow up with Advisors for additional information when needed.
• Approve or reject service requests with rationale for decisions.

Skills

Strong communication

Organizational skills

Time management

Interpersonal skills

Brokerage experience

Education

Bachelor's degree in finance

Tools

MS Office

Word

PowerPoint

Excel

Job description

• Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines
• Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies
• Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities
• Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests
• Utilize various computer applications to review service requests and supporting documentation/paperwork
• Ensure availability of required information and documentation to accurately process such requests
• Follow up with Advisors/stakeholders if additional information is required
• Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision

Requirements

• Strong communication, interpersonal, organizational and time-management skills
• Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel)
• Product-specific or financial services industry experience will be an added advantage
• Desired experience of 1-2 years in the field of brokerage and a Strong academic background/orientation.

Core Competencies

Demonstrates strong communication and organizational skills while effectively processing service requests and collaborating with business partners. Proficient in MS Office applications and possesses foundational knowledge in the financial services industry.

Highest-signal resume keywords

• Strong Communication Skills
• Organizational Skills
• Time-Management Skills
• Proficiency in MS Office
• Brokerage Experience

ATS Optimization Keywords

Soft Skills

• Interpersonal Skills

Industry Keywords

• Financial Services
• Brokerage
• Service Requests
• Process Improvement

Tools & Technologies

• MS Office
• Word
• PowerPoint
• Excel