Operations Analyst, AS

About the role

The person will be responsible for day-to-day review of voice logs between Client Relationship Managers (RC) and clients where trade details are discussed and agreed. They need to ensure that all key trade-related details are clearly discussed, accurately captured, and documented in the applicable product-specific template.

What you'll do

• Review voice logs between RCs and clients to validate that trade details have been discussed and agreed as per the required standards
• Identify and highlight missing, incomplete, inconsistent, or unclear trade details and escalate exceptions to the relevant stakeholders within agreed timelines
• Ensure accurate and timely completion of daily production activities in line with defined SLAs, cut-off times, and quality expectations
• Perform quality checks on completed reviews to support consistency, audit readiness, and control effectiveness
• Assist in preparing and reviewing daily control / production reports, including tracking of open items, exceptions, and follow-ups

What you need

• Reporting
• Excel
• Documentation
• Process improvement
• MS Office
• Client relationship
• Any graduate

Good to have

• Wealth management
• Internal controls
• PowerPoint