US Wealth - Brokerage Operations

Cloudxtreme; Bengaluru; On-site; INR 350,000 - 550,000; Full time

Job summary

Cloudxtreme is seeking an L3 Senior Transaction Processing Executive/Officer to support US Wealth - Brokerage Operations in a non-voice BPS context. The candidate should demonstrate strong capital markets knowledge, client communication, and high accuracy under tight deadlines.

Role requires US shift timings from India with night shifts and work-from-office. 12+3 years education, with relevant finance degrees or certifications, are preferred. BE/BTech candidates are not eligible.

Qualifications

• 2–3 years of experience in US Wealth Management or Capital Markets operations.
• Hands-on experience in Cash Management and New Account.
• Excellent communication and analytical skills with high accuracy.
• Comfortable in a high-compliance, detail-oriented environment.

Responsibilities

• Support US Wealth - Brokerage Operations in a non-voice BPS setup.
• Draft emails, handle escalations and prepare client/internal reports.
• Maintain accuracy in cash management, account opening and maintenance tasks.
• Collaborate with teams and manage client expectations.

Skills

MS Office

Excel

PowerPoint

Email communication

Typing 28 WPM

Client communication

Analytical thinking

Problem solving

Education

12+3 year education

B.Com

BBA/BBM

Capital Market certifications

Job description

Job Summary

We are looking for a detail-oriented and experienced L3 Senior Transaction Processing Executive/Officer to support our US Wealth - Brokerage Operations. This is a non-voice BPS role focused on handling Admin Solution work for a US-based wealth management client. The ideal candidate will have a strong background in capital markets operations, excellent communication, analytical skills, and the ability to work with high accuracy in a fast-paced environment.

Experience Required

• 2 to 3 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry.
• Hands-on experience in Cash Management and New Account is highly desirable.

Technical & Soft Skills

• Proficient in MS Office tools: Excel, PowerPoint and professional email communication.
• Typing speed of at least 28 WPM with 95%+ accuracy.
• Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations.
• Strong written and verbal communication skills.
• Excellent analytical thinking and problem-solving abilities.

Process Knowledge

• Deep understanding of Capital Market and Stock Market operations, especially the US market.
• Expertise in Cash Management, Account Opening, and Maintenance Operations (e.g., householding, client data updates, reporting).
• Experience in drafting emails, handling escalations, and preparing reports for internal and client use.
• Must maintain 100% accuracy due to the financial impact of any errors.
• Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage their expectations.
• Comfortable working in a high-compliance, detail-oriented environment.

Working Conditions

• US Shift timings (India late evening or night shifts) – flexibility for overtime is required.
• Work from Office only.
• Adherence to company attendance and leave policies is mandatory.
• Reporting to the Team Lead, with accountability to follow team and HR policies.

Educational Qualifications

• 12+3 year education is mandatory.
• Preferred degrees: B.Com, BBA, BBM.
• Certifications in Stock Market or Capital Market Operations are an added advantage.
• Engineering or Technical graduates (BE, BTech, MTech) are not eligible for this role.