We are Mashreq - Inspiring you to Rise Every Day
Senior Associate - Wealth Operations, Retail Ops
Location
Pakistan
Posted
60 days ago
Salary
0
Seniority
Senior
Job Description
Senior Associate - Wealth Operations, Retail Ops
Mashreq
• Ensuring all trades are processed as per SOP adhering to the cut-offs. • Ensuring all trades are settled within the stipulated cut-offs. • Good Knowledge for Trade settlement activities related to Bonds, Equities & Mutual fund processing. • Ensuring all MI reports for Business, Quality and Sales Governance are compiled within the agreed TAT • Periodically assist in the training of the new staff in the team • Assist in revision of SOPs for all related processes. • Promptly revert to customer and RM queries • Ensuring ONR MI is sent on a daily basis and ageing items are escalated. • Ensuring all reconciliations are completed on time and exceptions are identified and resolve the securities and cash breaks on timely manner
Job Requirements
- Graduate with 3-4 years of work experience in Securities Operations especially in end-to-end trade settlement process- Equity, Bonds & Mutual Funds.
- Excellent analytical skill
- Sound interpersonal skills
- Good PC skills, with advanced proficiency in MS Excel.
- Ability to problem solving and work independently.
- Should be customer focused and achievement oriented
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
Technical Operations Specialist
ELVTRLive online classes taught by industry leaders on business topics.
ELVTR is a premier online education platform offering live courses taught by top executives from globally renowned companies. We are dedicated to transforming the online education industry by providing elite-level education and innovative course offerings. We’re looking for a dedicated and tech-savvy Technical Operations Specialist to join our team. This role is perfect for someone with a solid technical background who is eager to help streamline our systems, manage technical tools, and support our internal teams with their technology needs. This is a full-time remote position. This job is for you if you are - Are a self-motivated individual with a passion for problem-solving in technical areas and enjoy taking on new challenges. - Thrive in fast-paced environments, able to juggle multiple tasks and prioritize requests efficiently. - Can independently troubleshoot technical issues and find proactive solutions to minimize disruptions. - Are a team player who enjoys collaborating across departments to improve systems and workflows. - Have a continuous improvement mindset, always seeking ways to automate processes and increase team efficiency. Responsibilities - Analyze and improve existing processes across different departments (for example, Sales/Customer Support, etc.) - Reduce manual work using automation tools and AI-based solutions - Handle technical requests in internal chats, including resolving issues related to tools such as HubSpot, Aircall, Stripe, and similar platforms - Research tools, workflows, and technical solutions to support business needs - Design and introduce new processes that improve operational efficiency
• Analyzing and transforming a variety of data sets in a variety of formats, including data in databases, flat file data (CSV, JSON, Parquet, etc.), ensuring data is ready for operational use. • Executing workflows in various commercial data workflow systems, including Knime, Alteryx, Airflow, and various proprietary workflow systems. • Interpreting and clarifying customer instructions, which may be incomplete, translating those instructions into technical details and input required to deliver complex services. • Working closely with other Analysts to deliver work collaboratively, creating concurrent data processing capability for larger projects and deliverables. • Continuously learning new tools, techniques, and technologies to support diversification and growth in our service offerings.
Position Title: Crisis Clinician Lead (Licensed), Louisiana Location: Baton Rouge, LA United States job requisition id JR189313 Job Description: Location: 10000 Perkins Rowe Ste G510, Baton Rouge, LA Virtual: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Work Schedule: Option 1: Thursday- Monday 8:00 PM-4:30 AM Option 2: Friday-Tuesday 4:00 PM -12:30 AM Option 3: Sunday-Thursday OR Saturday-Wednesday 12:00 PM to 8:30 PM We operate 24 hours a day, 7 days a week, 365 days out of the year. This is a 24-hour call center. This shift includes rotating holidays. Training Schedule: - Monday-Friday: 8:00am-4:30pm PST, fully virtual for the first 3 weeks of employment. A proud member of the Elevance Health family of companies, Carelon Behavioral Health, formerly Beacon Health Options, offers superior clinical mental health and substance use disorder management, a comprehensive employee assistance program, work/life support, specialty programs for autism and depression, and insightful analytics to improve the delivery of care. The Crisis Clinician Lead position includes two primary roles: Direct Call Handling and a Supportive Role. Direct Call Handling: - When managers are present on shift and able to comfortably run shift alone, the Crisis Clinician Lead will handle calls and engage in screening and assessing callers similarly to non-clinical call takers. - Crisis Clinician Lead will adhere to established protocols for conducting telephonic intervention and de-escalation while determining immediate actions required during call interactions. - Provide active listening, engaging with callers and developing rapport. Supportive Role: - In the absence of managers, Crisis Clinician Lead are responsible for their shift. They support non-clinical call takers by staffing cases with them by providing guidance and clinical recommendations to handle cases effectively. - They monitor call volumes, track staff availability and call statuses. - Crisis Clinician Lead may also perform additional tasks as assigned by their direct manager. How you will make an impact: - Handle inbound calls, texts or chats from individuals in crisis who are in need of support. - Serve as a key resource and mentor to Clinical & Referral Specialists. - Assists with more complex cases & calls. - Manage shift by providing support consultation to call takers in the absence of Manager. - When a BH Manager is not scheduled, Crisis Clinician Lead will perform additional tasks during the shift, including but not limited to monitoring incoming call volume, overseeing call center metrics and performance, and escalating reportable issues to Manager II as necessary. - Perform assessments while using clinical judgement to discern presence and acuity of risk to the safety of the individual or others. - Use information provided by the caller and obtained during the screenings & assessments to accurately understand the individual's needs and develop a plan of action in collaboration with the individual. - Complete timely, and accurate documentation of interactions in accordance with criteria. - Provides linkage follow-up as directed to assure individual accessed services. - Coordinate with other agencies, organizations and individuals to ensure optimal use of resources, services, and natural support systems. - Assist in developing and maintaining resource and referral database. - Meet weekly or bi-monthly with Manager I & Manager IIs for 1:1s but also to discuss call taker performance and concerns. - Lead monthly de-briefing sessions. Minimum Requirements: - Requires MA/MS in social work counseling or a related behavioral health field or a degree in nursing, and minimum of 4 years of clinical experience in social work counseling with broad range of experience with complex psychiatric and substance abuse or substance abuse disorder treatment; or any combination of education and experience which would provide an equivalent background. Current active unrestricted license such as RN LCSW LMHC LICSW LPC (as allowed by applicable state laws) LMFT LMSW (as allowed by applicable state laws) or Clinical Psychologist to practice as a health professional within the scope of licensure in applicable states or territory of the United States required. Extensive experience in case management and telephonic and/or in person coaching with members with a broad range of complex psychiatric/substance abuse and/or medical disorders required. Managed care experience required. Preferred Skills, Capabilities and Experiences: - Unrestricted independent clinical Louisiana license strongly preferred. - Licensed Alcohol and Drug Counselor is strongly preferred. - Call center experience is strongly preferred. - Crisis-related experience is strongly preferred. - 3+ years of independent, post-licensure clinical experience in behavioral health is strongly preferred. Job Level: Non-Management Exempt Workshift: Job Family: MED > Licensed/Certified Behavioral Health Role Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.
• Resolve IT support requests from distributed team members quickly, clearly, and empathetically. • Administer our core tools at an admin level: Google Workspace, Slack, Notion, Asana, Trelica, and others. • Own the full employee lifecycle from an IT perspective, including provisioning, access management, and offboarding. • Proactively identify processes that can be automated and implement those solutions yourself or in collaboration with the platform team. • Manage vendor relationships and software renewals as you get settled in. • Document what you build so the organisation isn't dependent on tribal knowledge. • Standardize and automate new joiner device provisioning and Mobile Device Management (MDM) enrollment to ensure immediate security compliance and accurate asset tracking, thereby eliminating the manual enrollment backlog.




