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Accenture

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3.8

based on 55.1k Reviews

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

Top Rated Mega Company - 2024

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20550 Accenture Jobs

Capital Markets Services Associate

Accenture Solutions Pvt Ltd

3.8

based on 55.1k Reviews

1-3 years

Chennai

1 vacancy

Capital Markets Services Associate

Accenture

posted 2hr ago

Job Role Insights

Flexible timing

Key skills for the job

Finance Investment Banking Financial Analysis Project Management Relationship Management Software Asset Management

+ 8 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

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What Accenture employees are saying about work life

based on 55.1k employees

65%

85%

68%

75%

Flexible timing

Monday to Friday

No travel

Day Shift

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