Service & Operations Process Trainee

Jobtailor; Gurugram District; On-site; INR 350,000 - 600,000; Full time

Job summary

Jobtailor in India’s Gurugram area seeks a Service Operations Associate to handle advisor and client inquiries, process service requests, and maintain documentation per procedures.

You will coordinate with U.S. Home Office partners, participate in training, and contribute to process improvements. 1–2 years brokerage experience is preferred; a shift from 8:00 PM to 4:30 AM IST may be required.

Qualifications

• Strong communication, interpersonal, organizational and time-management skills.
• Proficiency in MS Office applications (Word, PowerPoint, Excel).
• Product-specific or financial services experience is an added advantage.
• 1–2 years brokerage experience desired.
• Strong academic background or orientation.

Responsibilities

• Work with advisors and clients on service issues, requests, policies, procedures, and account information.
• Communicate with advisors through systems to assist with queries, open issues, and high-level problems.
• Accurately process assigned service request cases according to deadlines and procedures.
• Participate in training and team meetings to develop operational, domain and soft skills.
• Identify process improvements and discuss updates with stakeholders.

Skills

Communication skills

Interpersonal skills

Organizational skills

MS Office proficiency

Brokerage experience

Education

Bachelor’s degree or equivalent

Tools

MS Office

Word

PowerPoint

Excel

Job description

• Work with advisors and clients on service issues, requests, policies, procedures, and account information
• Communicate with advisors through systems to assist with queries, open issues, and high-level problems
• Accurately process assigned service request cases according to deadlines and operating procedures
• Participate in operational, domain, and soft-skills development training
• Participate in team meetings, huddles, and brainstorming sessions
• Discuss process updates and operational issues and identify process improvement opportunities
• Correspond and coordinate with U.S. Home Office business partners regarding missing or incomplete information
• Use computer applications to review service requests and supporting documentation
• Ensure required information and documentation are available for processing
• Follow up with advisors and stakeholders when additional information is required
• Approve requests that are In Good Order and reject Not in Good Order requests with rationale
• Provide timely, customer-focused service to advisors and clients

Requirements

• Strong communication, interpersonal, organizational, and time-management skills
• Good working knowledge of computers
• Proficiency in MS Office applications, including Word, PowerPoint, and Excel
• Product-specific or financial services industry experience is an added advantage
• Desired experience of 1–2 years in brokerage
• Strong academic background/orientation
• Availability for 8:00p–4:30a shift

Core Competencies

Demonstrates strong communication and organizational skills while providing customer-focused service in the financial services industry. Proficient in processing service requests and identifying process improvement opportunities.

Highest-signal resume keywords

• Strong Communication Skills
• Interpersonal Skills
• Organizational Skills
• Proficiency in MS Office
• Brokerage Experience

Hard Skills

• Service Request Processing
• Documentation Review
• Process Improvement
• Time Management

Soft Skills

• Customer-Focused Service
• Team Collaboration

Industry Keywords

• Financial Services
• Brokerage
• Operational Procedures
• Service Issues

Tools & Technologies

• MS Office
• Word
• PowerPoint
• Excel