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Accenture

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3.9

based on 52.8k Reviews

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

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17354 Accenture Jobs

Capital Markets Services Associate

Accenture Solutions Pvt Ltd

 · 

3.9

 based on 52.8k Reviews

1-3 years

Chennai

1 vacancy

Capital Markets Services Associate

Accenture

posted 20d ago

Job Role Insights

Flexible timing

Key skills for the job

Finance Financial Analysis Project Management Relationship Management Derivatives Trading Vendor Management

+ 3 more

Job Description


Skill required: Wealth Management - Wealth and Asset Management Applications

Designation: Capital Markets Services Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

What would you do?
  • Work closely with the field Support Specialists team to help the client within any segment (Wealth, Reserve, Signature) with any banking, mortgage, credit card, fraud, etc. in need.
  • Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner.
  • Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team
  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
  • Monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
  • Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include:funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
  • Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.A wealth management and investment advisory firm with a long history of supporting multi-generational families in growing and preserving wealth.What are we looking for? Adaptable and FlexibleAbility to work under pressureProblem Solving skillsDetail OrientationAbility to Establish strong stakeholder management skillsAnalytical thinkingTime Management
  • Roles and Responsibilities:
  • In this role you are required to solve routine problems, largely through precedent and referral to general guidelines
  • Your expected interactions are within your own team and direct supervisor
  • You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments
  • The decisions that you make would impact your own work
  • You will be an individual contributor as a part of a team, with a predetermined, focused scope of work
  • Please note that this role may require you to work in rotational shiftsQualificationsAny Graduation

    • Employment Type: Full Time, Permanent

    Read full job description

    Accenture Interview Questions & Tips

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    People are getting interviews at Accenture through

    (based on 5.1k Accenture interviews)
    Job Portal
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    Company Website
    Referral
    Walkin
    Recruitment Consultant
    33%
    18%
    18%
    13%
    4%
    2%
    12% candidates got the interview through other sources.
    High Confidence
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    High Confidence means the data is based on a large number of responses received from the candidates.

    What people at Accenture are saying

    What Accenture employees are saying about work life

    based on 52.8k employees
    66%
    85%
    68%
    76%
    Flexible timing
    Monday to Friday
    No travel
    Day Shift
    View more insights

    Accenture Benefits

    Free Transport
    Cafeteria
    Work From Home
    Gymnasium
    Health Insurance
    Soft Skill Training +6 more
    View more benefits

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