JD : Client Associates (Analyst/Senior Analyst - Operations)

Experience level : 2-5 years of relevant industry experience

Location : Gurgaon

Education : MBA Finance/ B. Com - Eco Honors/ Diploma in Finance

About us :

- Client Associates (CA) is India's first and largest - Multi Family Office Firm founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

- Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the - Best Team of Private Bankers in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories:

1. Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year, 2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 & 2009

Key Responsibilities :

- Service support for the advisor/relationship team which will include:

- Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same

- Transaction execution and fund house coordination

- Record and MIS maintenance

- Opening of client bank and demat accounts

- Documentation visit to client's location

- All administrative tasks related to the client's overall wealth including held away investments/shares/ bonds/ real estate/ etc.

- Coordination and follow up with service providers and clients

- Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client's overall wealth

Desired Candidate Profile :

- Candidate should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com - Eco Honors.

- He should have considerable skills in office tools like Excel, PowerPoint, etc.

- He should have Excellent Analytical, Problem Solving and Communication Skills and be a team player.

- He should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations.

- Should have the DNA for client centricity and quality

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