I am reaching out regarding a specialized CS Associate- Team Lead role within our Account Onboarding team. We are looking for an operations expert with a strong background in US Wealth Management and Registered Investment Advisors (RIA). If you have hands-on experience with custodian-to-custodian asset transfers and deep knowledge of global fund transfer messaging (Swift), this is an excellent opportunity to join our Ghansoli hub.Please note that this role includes a One-Year Service Commitment Agreement to ensure team stability and long-term project success.Position Details:
- Role: CS Associate – Account Onboarding & Transfers
- Location: Ghansoli, Navi Mumbai (3 Days Onsite / Hybrid)
- Shift: EMEA Rotational Shift
- Experience: 1–7 Years
- Week Off: Saturday & Sunday
- Notice Period: Immediate up to 30/60 Days (90 Days if negotiable/buyout available)
Position Overview As a CS Associate in the Onboarding team, you will be the backbone of the client lifecycle for an RIA firm. Your primary focus will be managing the high-precision "Move Money" process and complex account transitions. You will navigate custodian platforms like Charles Schwab to execute wire transfers, manage asset conversions, and ensure every account is set up with 100% regulatory compliance. And also, with minimum of 2 years of experience as a team lead.Key Responsibilities
- Account Onboarding: Lead the opening and maintenance of client accounts, ensuring all documentation is verified and compliant with firm and regulatory policies.
- Asset Transfers: Manage the end-to-end "Custodian-to-Custodian" transfer process, troubleshooting outstanding items and resolving discrepancies with third-party vendors.
- Fund Movements: Execute ACH, Wire transfers, and Swift payments (MT103, MT202) accurately and within strict timelines.
- Client Servicing: Act as the primary operational contact for advisor inquiries, managing account updates, beneficiary changes, and contact information.
- Compliance Governance: Maintain meticulous records of all transactions to ensure "audit-ready" documentation in line with industry best practices.
Qualifications & Skills
- Must-Have:
- Onboarding experience specifically for US Wealth Management or RIAs.
- Expertise in Fund Transfers (Swift MT103, MT202, ACH, Wires).
- Hands-on experience with Custodian Platforms (e.g., Charles Schwab, Fidelity, or Pershing).
- Experience in Custodian-to-Custodian asset transfers and conversions.
- Bachelor’s Degree in Finance, Business, or a related field.
- Technical & Soft Skills:
- Proficiency in CRM tools (Salesforce) and Microsoft Office.
- Strong attention to detail regarding sensitive financial data.
- Professional communication skills for interacting with Financial Advisors and Compliance teams.
- Preferred:
- Relevant certifications like Series 7 or Series 63.
Pay: ₹1,000,000.00 - ₹1,500,000.00 per year
Work Location: Hybrid remote in Ghansoli, Navi Mumbai, Maharashtra
