Specialist Client Solutions
Personal Capital
Specialist Client Solutions
Job ID R.0057111 Primary location Bengaluru, Karnataka Date posted 03/10/2026 Worker type Regular Workplace flexibility OnsiteOur 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.
As a Specialist Client Solutions, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by facilitating the transfer of assets (Inward & Outward), address inquiries, resolve issues, and provide timely and effective solutions.
DUTIES & ESSENTIAL FUNCTIONS:
- Primary responsibilities include but not limited toworking on all service and operational requests
- from clients pertaining to Transfer of Assets, Account Maintenance and updates, Loan
- Payoff/paydown and Returned Mails.
- ·Contributes to the development of the team through their KPI’s by achieving the daily / weekly and monthly
- volume targets.
- ·Handle transaction entries, documentation, and record-keeping tasks
- ·Ensure Quality Control standards that have been set are adhered to.
- ·Collaborate with team members to ensure smooth workflow of operations & support seniors/leads during
- the business needs.
- ·Completing assigned responsibilities within timelines
- ·Must interact with the business partners and key stakeholders in meeting operational challenges and
- scheduled production activities.
- ·Excellent organizational skills with ability to identify and prioritize Service Requests based on inflow time
- Bachelor’s degree in any stream
- •At least 1 year of experience in Banking/Financial Services/Operations.
- •Should be flexible to work in shifts and go extra mile per team requirements.
- •Ability to evaluate, troubleshoot, and follow-up on customer issues as well as replicate and document for
- further escalation where required.Attention to detail is a must.
- •Fluent in spoken and written English
- •Prior experience on Salesforce preferred
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.