BetaNXT

Lead Associate, Client Support Services

BetaNXT

full-time

Posted on:

Location Type: Office

Location: Bengaluru • India

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Job Level

Senior

About the role

  • Execute daily transactional tasks including data entry, reconciliation, and reporting related to cost basis and tax reporting services.
  • Respond to client inquiries with professionalism, accuracy, and timeliness, ensuring high service standards.
  • Support tactical initiatives aimed at improving service delivery, operational workflows, and client satisfaction.
  • Collaborate with onshore client service teams to ensure consistent and aligned support across geographies.
  • Join client-facing calls led by U.S.-based Client Service Representatives to provide offshore support, take notes, follow up on action items, and assist with documentation or issue resolution.
  • Assist in the execution of medium- and long-term projects, including documentation, tracking, and reporting.

Requirements

  • 3+ years of relevant experience in client service, operations, support teams, or financial services.
  • Bachelor’s degree or equivalent combination of education and experience.
  • Proven attention to detail and ability to manage multiple tasks with precision.
  • Familiarity with cost basis and tax reporting processes is preferred.
  • Proficiency in Microsoft Office Suite; experience with CRM or ticketing systems is a plus.
  • Demonstrated ability to follow structured processes and meet deadlines consistently.
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entryreconciliationreportingcost basis processestax reporting processesattention to detailmulti-tasking
Soft Skills
professionalismaccuracytimelinessclient satisfactioncollaborationdocumentationissue resolution