Customer ServiceJunior Operations Specialist

Title: Customer Service/Operations Specialist

Mode: Onsite

Duration: 6 months

Job Description:

Coforge resources will support custody back-office functions related to Global Banking & Markets and Asset & Wealth Management. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a client-first advocacy mindset to drive asset retention and platform growth.

Key Responsibilities:

• Multi-Channel Communication: Serve as the primary point of contact for incoming calls emails faxes and mailed correspondence from RIA firms and their end clients.
• Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.
• Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs ensuring win-win outcomes while serving as the internal voice of the client.
• Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.
• Relationship Maintenance: Maintain proactive communication with clients regarding platform updates key industry events or releases that may impact the relationship.
• Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.
• Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and client operational workflows.

Qualifications:

• Education: Bachelors degree required.
• Experience: 1 3 years in financial services with a proven track record in high-touch client service or fast-paced operational environments. Smart Freshers with minimal to zero only if the communication and domain knowledge is high
• Exceptional ability to translate complex financial concepts into clear professional and concise verbal and written communication.
• Strong knowledge of Salesforce (preferred) Microsoft Office Suite (Excel/Word) and the ability to troubleshoot our custodial products for clients.
• High attention to detail with the ability to remain calm and effective in a deadline-driven high-call-volume and strictly regulated compliance environment.
• : Demonstrated skill in building rapport quickly identifying latent client needs and educating advisors on client services
• A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
• Operations and financial services (capital markets wealth management preferred) knowledge are preferred
• Ability to learn things quickly
• Good communication skills both written and verbal
• Excellent analytical and problem-solving skills
• Attention to Detail
• High level of accuracy and attention to detail in all tasks
• Ability to work under stringent timelines in a fast-paced environment