Account Specialist

Job Description

Contribute to team success through mentorship and effective delegation, while using your strategic thinking to align team efforts with business priorities.

You will be part of a culture that promotes innovative thinking, challenges the status quo, and aims for best-in-class performance.

• Adhere to controls and compliance requirements. Report and analyze, handle queries, and manage projects.
• Ensure timely on & off boarding of client and set up of commercial data to bill OTC & FXPB clients.
• Ensure to complete monthly invoice activity to clients within specific business timelines, account the receipts & Report Month end MIS to finance without any GAP's
• Ensure to closely partner with Stake holders like CAM, Client, CSR's, Tech and other internal group for better collaboration and client experience.
• Work/Align the workaround on issues to Fix the root cause & diligently use the escalation metrics on unresolved issues.
• Get familiar quickly with the entire Billing ecosystem in OTC & FXPB space.
• Execute BAU tasks assigned. Lead process improvement and automation.
• Manage assigned tasks independently with little or no supervision.
• Have a control mindset and be alert to issues and risks that impact the process or the organization.

Required Qualifications, Skills and Capabilities:

• Graduate with minimum 1 year of experience in back office operations
• Strong analytical & numerical skills for to understand, Fees & commissions in OTC & FXPB space
• Good computer skills ( MS Excel, Word, PPT, Outlook etc)
• Strong knowledge & understanding of the financial services industry, OTC & FXPB products & how the business work.
• Good communication skills, ability to articulate processes, issues to a wide range of stakeholders without ambiguity
• Strong time management and prioritization skills
• Strong Risk & Control Mindset to ensure process, BAU risks are mitigated