Customer Support-Wealth management

Job Description
Location: Gurgaon, Sector 30
Line of Business (LOB): Wealth Management
Role Type: Customer & Operations Support
Experience: 0.6 Months - 2 years
Budget: Up to 3.2 LPA (Fixed)
Scope: Supports global investment products and delivers end-to-end assistance across
equities, crypto, fixed income, and managed investment products. Candidates are aligned to specific product verticals based on their product familiarity and operational skills.
Shift - Rotational Shifts
Cab Both-side cab within Hiring Zone (Up to 20 KM)
Apply only if you're from Delhi NCR.
Key Responsibilities
Customer Support (Investment Support)
General Enquiries: Addresses concerns regarding investment products, transactions,
statements, account updates, fee/charge structures (commissions, spreads, FX charges,
custody fees), and portfolio discrepancies.
Execution & Tax: Handles trade execution issues, failed orders, pricing differences,
settlement delays, and tax-related clarifications (capital gains, withholding taxes).
Rules & Governance: Clarifies product rules, eligibility criteria, and restrictions across
supported asset classes while maintaining compliant, customer-friendly communication.
Operations Support (Wealth Back-Office Operations)
Trade Lifecycle: Supports order processing, execution verification, confirmation, and
settlement.
Reconciliations & Records: Performs cash and securities reconciliations, resolves
breaks, updates portfolio positions, and manages settlement exceptions.
Compliance: Adheres to regulatory guidelines, operational controls, and risk
frameworks.
Product-Specific Responsibilities
Stocks / ETFs / Mutual Funds / Bonds (Brokerage Support):
Monitors end-to-end trade processing, settlement, ETF movements, bond interest
accruals, NAV changes, and fund price updates.
Manages corporate actions (dividends, interest payments, splits, mergers, rights,
fund distributions) and automated investing/savings processes.
Cryptocurrency
Handles buy/sell processing, price feed discrepancies, failed transactions, and
chain delays.
Reconciles internal and external wallet movements and ensures compliance with
crypto-specific operational controls.
Managed Products (PEA Accounts, Fixed Income & Private Markets)
PEA Accounts: Supports account setup, updates, eligibility checks, and
regulatory-aligned processing.
Fixed Income: Processes bond transactions, coupon payments, interest
accruals, redemptions, and clearing exceptions.
Private Markets: Handles capital calls, distributions, valuation updates, capital
commitments, lock-in periods, and subscription processes.
Key Role Highlights
Offers exposure to global multi-asset wealth operations and advanced fintech processes.
Provides hands-on experience across traditional equities, crypto, fixed income, and private market instruments.
Interview Round
HR Round & Ops Round
Share your updated Resume at: khushi.agarwal@pineqlab.com

Work arrangement
No