2 Client Confidentiality Jobs

JOB SUMMARY The client processing specialist is responsible for ensuring all firm systems are setup with client information and project details accordingly and for communicating with the project team, finance and other internal teams or project teams as needed. The client processing specialist is also responsible for mitigating risk to clients and the firm and, therefore, begins to develop a basic knowledge of all aspects of the firms report processing capabilities and software applications, and applies objectivity with integrity in the normal course of work. The client processing specialist must be knowledgeable on the policies, procedures, and technology tools for supported industries within each of the lines of business. With guidance, the client processing specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills. ESSENTIAL DUTIES Complete data entry of key information into applicable systems of record and reviews for completeness and accuracy to ensure successful client integration, including time entry, engagement management, billing, etc. Maintain client data, including new client setup, updating existing client information, and new and ongoing projects. Communicate with engagement teams, finance and any other internal teams as needed. Begin to develop working relationships with engagement teams to understand their needs, expectations, and challenges in a fast-paced environment. Maintain current knowledge and use of firm systems and software, policies, procedures, templates, and deliverables for all LOBs. Learn firm potential risks and compliance requirements. Learn about clients in regulated industries. Learn firm standards to maintain data consistency and integrity. Begin to develop a basic understanding of the assigned technical area. EDUCATION Bachelors Degree Associate degree or 2+ years of experience preferred TECHNICAL/SOFT SKILLS Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities Proficient customer relationship management software skills Intermediate Microsoft Office skills and other applicable software Ability to communicate effectively with a diverse audience Excellent people skills Strong grammar and proofreading skills and experience Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc. Ability to balance multiple tasks and projects Ability to learn new platforms and adapt to change Effective organization, prioritization and time management skills and strong attention to detail Strong technical aptitude, able to quickly master a variety of software and company tools Begins to identify, assess and mitigate risks associated with client processing SPECIAL REQUIREMENTS SPECIFC TO JOB Ability to maintain strict client confidentiality Client processing support is high volume, deadline-driven and may require extended hours with limited flexibility around critical deadlines. Flexibility for a hybrid in-office/work-from-home schedule is possible outside of peak deadline time frames EXPERIENCE 0 to 3 years of experience in a related field or area LEADERSHIP SKILLS Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change Works collaboratively with the client processing supervisor/manager to provide support across the enterprise particularly during peak times

Role and Responsibilities: Position Overview: We are seeking a motivated Junior Operation Risk Analyst to join our Asset Management client. This role involves testing, documenting, and monitoring asset management risk and control processes, ensuring robust controls, and providing insightful data analysis. The ideal candidate will possess strong risk management, analytical skills, proficiency in Excel, and the ability to document and challenge existing processes. Key Responsibilities: Operational Risk Management - Proven experience in identifying, assessing, and mitigating operational risks to ensure compliance and enhance organizational resilience. Elicit Requirements: Collaborate with stakeholders to gather and define business requirements for asset management processes. Document Processes: Create detailed documentation of current processes, workflows, and controls within the asset management framework. Challenge and Document Controls: Evaluate existing controls, identify gaps, and propose improvements to enhance process efficiency and compliance. Data Analysis: Utilize strong analytical skills to analyse data, identify trends, and provide actionable insights to support decision-making. Excel Proficiency: Leverage advanced Excel skills to manage, manipulate, and analyse large datasets effectively. Reporting: Prepare and present reports on findings, recommendations, and progress to senior management and other stakeholders. Continuous Improvement: Participate in ongoing process improvement initiatives to optimize asset management operations. Job requirements Experience and Qualifications: Bachelor's degree in business, Finance, Economics, or a related field with 1-4 years experience. Proven experience in risk management, business analysis, preferably within asset management or financial services. Strong proficiency in Microsoft Excel, including advanced functions and data analysis tools. Excellent analytical thinking and problem-solving skills. Ability to work independently and collaboratively in a team environment. Strong communication skills, both written and verbal, with the ability to convey complex information clearly. Detail-oriented with a focus on accuracy and quality. Familiarity with asset management principles and practices is a plus. Experience with data visualization tools (e.g., Power BI, Tableau) is advantageous. Knowledge of regulatory requirements and compliance standards in asset management. How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire. This is a permanent full-time position located in Hyderabad. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks. Who Are We: Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services. Our 3 offerings are: • Managed Services • Consulting & Solutions • Technology To know more about Delta Capita and our culture click here: Working at DC - Delta Capita. Delta Capita India is a Great Place to Work Certified Organization. Please refer to DC GPTW