Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures.
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 to enable completion of such 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

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.

Service & Operations Process Trainee

Key skills