Role at a glance
- Job function
-
Investments & Capital Markets Investment Operations
- Salary
- Not Disclosed
- Location
- Bengaluru
- Work arrangement
- On-site
- Employment
- Full-time
- Education
- Bachelor's
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About the role
Original posting provided by Accenture
Designation: Capital Markets Operations Specialist
Qualifications:Any Graduation
Years of Experience:7 to 11 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? • Previous experience in a client service role, with the ability to anticipate and • proactively address client servicing needs. • A proven track record to handle multiple, often challenging priorities; adapt • quickly as circumstances change; drive timely decisions; and consistently deliver • high-quality results. • A proven work ethic and genuine commitment to excellence, intellectual • A single, end-to-end platform or suite of solutions to manage clients from initial onboarding to compliance, and to client data management, allowing to capture client information and increase retention.
What are we looking for? • Primary skill - Client Onboarding Solutions - P4 • Bachelor of Arts (B.A) degree or comparable experience • Bachelor of Science (B.S) credential or equivalent professional experience • 7+ experience in financial services preferably in private equity and in the • wealth segment
Roles and Responsibilities: • Serve as a primary point of contact for investors throughout the onboarding • lifecycle, providing clear communication and a positive client experience. • Review subscription documents and related legal, tax, AML • KYC, and operational • documentation for completeness, accuracy, and applicable requirements. • Identify documentation gaps, coordinate remediation, and translate internal • feedback into clear, client-friendly requests. • Coordinate onboarding activities and approvals across Investor Relations, • Investments, Legal, Compliance, Tax, Treasury, Accounting, Custom Solutions, • and other partners. • Lead multiple onboarding workstreams, timelines, dependencies, and • contending priorities through closing or trade date. • Create and distribute timely status updates outlining progress, outstanding • items, risks, ownership, and next steps. • Maintain accurate onboarding records in relevant systems and trackers to • support closing, reporting, auditability, and ongoing servicing. • Oversee third-party administrators and vendors, supervising service levels, • outstanding items, controls, timelines, and the overall client experience. • Support ongoing projects, process improvements, audit reviews, ad hoc • requests, and other initiatives related to client onboarding. • Find opportunities to strengthen controls, improve efficiency and consistency, • and enhance the overall client experience.Any Graduation
About Accenture
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.Visit us at www.accenture.com
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
About the company
Accenture
Large Enterprise
Accenture is a global professional services company that specializes in providing consulting, technology, and outsourcing services. With a diverse range of industries served, including financial services, healthcare, and telecommunications, Accenture leverages advanced technologies and data analytics to help organizations improve their performance and drive innovation. Committed to sustainable progress, the company emphasizes its dedication to inclusivity, digital transformation, and building a more sustainable future for its clients and communities. With a presence in over 120 countries, Accenture is known for its expertise in integrating cutting-edge solutions that address complex business challenges.