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Job Opening details:-
Company Name :- EY
Position Name :- CRL2.0 Staff – Finance – FS- BT
Company Location :- Kolkata, West Bengal
Job Category :- Jobs in Kolkata
Full Job Description :-
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
EY – GDS – Consulting – Client Data Operations
As part of our EY – Business Consulting Team, you will help clients in their Client Data Operations assignments from functional perspective. This includes working in teams to onboard clients, maintain reference data through their life cycle, maintain data in the CRM system and support in a variety of sales events and initiatives. The client base spans across industries and countries.
We’re looking for Consultants with experience in Client data Operations including Client Onboarding for multiple business units, set up of Clients and Client reports in a timely and efficient manner, maintenance of reference data through out the life cycle/relationship with the clients (from inception till closure of relationship). Prior experience in a similar role will be a great advantage along with good proficiency in excel and basic proficiency in SQL. This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a new service offering.
Your key responsibilities
Mapping client records from 3rd party data sets to the master client record in the client’s CRM system
Formatting and Standardizing spreadsheets for upload into a central database / data warehouse
Operational Support to execute BAU client data tasks / clearing exceptions (e.g making system updates)
Updating key client data points (reference data) in the client’s CRM systems
Escalate to Sr members of the team and/or to the client when there are bottlenecks to delivery
Work effectively in and with distributed teams and clients globally
Provide regular reporting/metric updates
Skills and attributes for success
Good verbal and written communication skills. Ability to articulate clearly and crisply
Good proficiency in excel, use of pivot functions, tables, formatting, reporting is essential
Basic proficiency in SQL is a good to have. Must be able to run queries in databases that have been written by others.
Ability to follow standard operating procedures and other standard process disciplines while performing operations
Strong sense of personal accountability and ownership for work product
Critical thinking – e.g. ability to see gaps while executing tasks and work with the seniors/clients to fix them
Flexible and adaptable; able to work in ambiguous situations
To qualify for the role, you must have
18-24 months of experience of work experience in Client Data Operations for Asset Managers, Wealth Managers, Investment Banks, Product companies in the capital market space etc.
Strong Excel skills is a must. Some exposure to SQL is a plus (not a must have)
Should show good learnability to be able to learn new BPO functions (e.g Regulatory Reporting) and competencies and be able to be effective across 2-3 functions
What working at EY offers
At EY, we’re dedicated to helping our clients, from world’s top companies — and the work we do with them is as varied as they are.
You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer:
Support, coaching and feedback from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you
EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
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