indeed
Capital Markets Services Analyst
Accenture
Maharashtra, IND
Full-time
Onsite
Discovered 5 days ago
Wealth managementClient portfolio planningCapital markets servicesAnalysis and reportingClient onboardingAccount opening
Free
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Wealth managementClient portfolio planningCapital markets services
Role Overview
Support wealth and asset management firms with client services, regulatory compliance, and operational excellence.
The role covers client onboarding, account maintenance, KYC compliance, risk controls, and documentation validation.
Key Skills for This Role
Wealth managementClient portfolio planningCapital markets servicesAnalysis and reportingClient onboardingAccount opening
Full Job Posting
Role Overview
Support wealth and asset management firms with client services, regulatory compliance, and operational excellence.
The role covers client onboarding, account maintenance, KYC compliance, risk controls, and documentation validation.
Qualifications
- Any graduation degree is required.
- The role requests 3–5 years of experience.
Skills
- Primary skill: Wealth Management Client Portfolio Planning.
- Secondary skill: Analysis and Reporting.
- Required capabilities include wealth and asset management applications, client onboarding, account opening, KYC and AML compliance, and risk management.
- Strong analytical, problem-solving, and communication skills are required.
Responsibilities
- Review customer account-opening forms and validate supporting documents.
- Perform KYC and regulatory compliance checks and identify discrepancies.
- Resolve documentation issues with Compliance and Risk teams.
- Maintain audit-ready records and escalate non-compliant cases.
- Perform quality checks, manage exceptions, and support process improvements.
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