Search for Jobs

Operations Analyst
Plante Moran
Posted
last week

Mumbai Metropolitan Region

Onsite

INR 70K

Mid Level

Full Time

Job Categories

Operations Finance Compliance Client Data

Match

Skills

Experience

Industry

Sema Summary

The Operations Analyst role focuses on client onboarding and data integrity across portfolio systems. The position combines client service and operational management to ensure accurate delivery of client information.

About Company

Plante Moran is one of the nation's largest audit, tax, consulting, and wealth management firms, dedicated to providing exceptional service to clients and fostering a supportive workplace culture.

Core Requirements

Bachelor’s degree in business, IT, Accounting, or Finance
3+ years of experience in the industry
Strong communication skills, both written and verbal
High attention to detail
Ability to work independently and as part of a team

Responsibilities

Facilitate client onboarding and custodial applications.
Maintain and audit client portfolio structures and transactions.
Ensure compliance of client documentation and procedures.
Communicate regularly with internal stakeholders to resolve issues.
Monitor and reconcile daily transactions and data discrepancies.
Respond to internal requests for data and reports.
Participate in projects related to client operations.

Must Have skills

CommunicationAttention to detailTeam collaborationData managementTime management

Job Keywords

OperationsClient ServiceData IntegrityComplianceFinancial Planning

Similar Jobs