UST Recruitment Drive; Hiring Associate I – Apply Now

Associate I - Client onboarding Job Openings in Kochi 2025!!!

UST announced job vacancy for the post of Associate I - Client onboarding. The place of posting will be at Kochi. Candidates who have completed Graduate / Engineering / Post Graduate with Fresher / Experience are eligible to apply. More details about qualifications, job description and roles & responsibilities are as follows

Name of the Company	UST
Required Qualifications	Graduate
Skills	Communication, Frontline resource
Category	Operations
Work Type	Onsite

A Voice Associate should under continuous guidance be able to take customer support calls effectively and efficiently; follow the SOPs to complete the process and endeavour to resolve the issue or escalate to a more knowledgeable person to resolve in alignment with SLAs.rnA Data Associate should under continuous guidance effectively and efficiently process transactions assigned in a timely manner and ensure that quality of output and accuracy of information is maintained in alignment with SLAs.

Θ Positions: Associate I - Client onboarding

Θ Job Location: Kochi

Θ Salary: As Per Company Norms

Θ Job Type: Full Time

Θ Requisition ID: 44091

Roles and Responsibilities:

• Client System Mandate and Portfolio set up, amendment and closure
• Setup and maintenance of Mandate, Portfolios and other related items in Aladdin and data masters
• Closure of accounts in Aladdin and data masters
• Static data amendments
• Maintenance of Aladdin Portfolio Groups
• Set up and maintenance of derivative agreements in Aladdin (Deco).
• Broker configuration
• Fund manager changes
• Investment Policy and Objective changes
• Assignment of trading and other simple Portfolio Compliance rules and compliance list setup.
• Trade Reporting configuration and maintenance
• External Account set up, amendment and closure
• Third party entity onboarding, maintenance and offboarding
• Setup and maintenance of Custody, Foreign Exchange (FX) Broker, Clearing Broker, Prime Broker, Unit Trust Transfer Agent and Third Party Administrator Accounts.
• Custody / Market Onboarding and maintenance
• Set up of Exchange Traded Derivative (ETD) accounts with Clearing Brokers.
• Uploading of Know Your Client (KYC) and Mandate Net Asset Value (NAV) data into Counterparty Manager (CPM) system and permissioning brokers to view the documents.
• Responding to Level 1 KYC queries on client entities
• Monitoring expiring documents (tax docs / annual reports) and refreshing in CPM. Client Fund Implementation, launch and lifecycle events
• Launch and closure of Funds and share classes
• Side pocket creations and redemptions
• Shareholder mailings
• Legal Entity Identifier (LEI) creation & renewals for Client funds Skills

Required Skills & Qualifications:

• English comprehension – Reading Writing and Speaking
• Basic domain knowledge if possible
• Experience level – Less than 2 years
• Customer Focus: Focus on providing a prompt and efficient service to customers goes out of the way to ensure that individual customer needs are met.
• Attention to detail to ensure SOPs are followed and mistakes are not knowingly made
• Team Work: Respect others and work well within the team.
• Communication: Speak clearly and write in a clear and concise manner. Uses appropriate style and language for communication (Data)
• Communication: Speaks in an accent neutral manner or with the accent required for the process with good vocabulary and grammar skills. Writes clearly (Voice)
• Willingness and ability to learn new skills domain knowledge etc.
• Frontline resource - Voice/Backoffice/Testing

 

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