Associate Specialist Transaction Processing
Personal Capital
Associate Specialist Transaction Processing
Job ID R.0053687 Primary location Bengaluru, Karnataka Date posted 09/25/2025 Worker type Regular Workplace flexibility HybridOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:
- Ensuring accuracy on transactions processed
- Strict adherence to non -disclosure of client information by preserving client confidentiality.
- Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying to the same with minimum response time.
- Taking active participation in process improvements and automation.
- Ensure Quality Control standards that have been set are adhered to.
- Excellent organizational skills with ability to identify and prioritize high value transactions.
- Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
EDUCATION/EXPERIENCE:
- Fresher's
- Graduate, preferable from commerce background (not mandatory)
- Good command in English, both written & verbal
OTHER PREFERRED QUALIFICATIONS:
- Strong analytical/problem solving, verbal and written communication skills
- Good typing skill, attention to detail and be able to work within prescribed deadlines
- Strong customer service and interpersonal skills
- Basic knowledge on MS Office applications Ability to multi-task and capable of delivering on multiple priorities
- Able to grasp/learn new concepts, policies and procedures quickly
- Ability to work under pressure and make accurate decisions in stressful situations
- Able to align with respective Business units operating hours
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.