Siddhi S.
- Role
- Senior Associate at SS&C Technologies
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Siddhi S.
Aspiring Risk Analyst with 3+ years of experience in financial services operations at…
Experience
Senior Associate
Jun 2022 — Present · Mumbai, IN
Managed client account maintenance details.•Managed a diverse portfolio of individual, joint, corporate, and trust accounts.•Delivered responsive and effective solutions to client, partner, and financial advisorinquiries regarding investment and international investment bonds.•Generated detailed financial statements encompassing valuations, investmentsummaries, withdrawal reports, distribution analyses, and transaction records.•Performed financial analysis to calculate comparative, cluster, and full value reports,and determined client fees and charges.•Coordinated with onshore and related teams to resolve and provide solutions forclient queries•Managed client request documentation, ensuring proper segregation and distributionto designated departments.•Completed all allocated tasks within the required SLA timeframes.
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