Manager - Client Management Operations, Setclear

Posted 4 Days Ago
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Pune, Mahārāshtra, IND
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Manages Operations team budgets, inventory, headcount tracking, interviews, staff coordination, travel arrangements, training logistics, employee events, calendars, meetings, and office administration. Supports senior Operations and Middle Office leaders while coordinating with HR, Admin, management, consultancies, and other teams. Requires strong communication, organizational, prioritization, investigative, accounting-process, corporate-structure, AML, Word, and Excel skills.
Summary Generated by Built In
 

Key Areas of Responsibilities


  • Monitoring and taking care of the monthly budget for Operations team and sending for approval to higher management
  • Monitoring Inventory for Pune Ops team
  • Keeping a track of Operation team Headcount
  • Scheduling interviews for Operations team need to coordinate with all consultancy’s, management, and HR team
  • Coordinating with Admin team for day-to-day work for Eg desk movement, team roster etc.
  • Conducting R&R for Operations Team
  • Conducting charity events 
  • Coordinating for employees/visitor’s official travel and taking care of visitor’s calendar when they are in Pune
  • Coordinating with HR for having training/session for Operations team
  • Assisting Head of Middle Office & Head of Pune Operations in daily work and setting up meeting invites and booking rooms
  • Assist other teams, as required, to meet organizational objectives and enhance overall business operations


Requirements


  • Graduate with 5 – 8 years of work experience as Associate, Business Management / Business Manager / Executive Assistant
  • Excellent communication skills (verbal and written) are a must-have.
  • Good understanding of constitutional documents and corporate structures is required
  • Working knowledge of Billing processes & Accounts Payable is essential
  • Knowledge of anti-money laundering regulations
  • Attention to detail and process oriented
  • Investigative skills
  • Proficient in Word and Excel
  • Good prioritization, organizational and multi-tasking skills
  • Self-motivated, desire to be challenged and eager to learn

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Skills Required

  • Graduate degree
  • 5–8 years of experience as an Associate, Business Management professional, Business Manager, or Executive Assistant
  • Excellent verbal and written communication skills
  • Understanding of constitutional documents and corporate structures
  • Working knowledge of billing processes and accounts payable
  • Knowledge of anti-money laundering regulations
  • Attention to detail and process-oriented working style
  • Investigative skills
  • Proficiency in Microsoft Word and Excel
  • Strong prioritization, organizational, and multitasking skills
  • Self-motivation, willingness to be challenged, and eagerness to learn

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
HQ: Hong Kong
2,160 Employees
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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