PARTHSARTHY CHAVAN

Managed creation, updating, and closure of client/customer accounts in compliance with organizational policies.

• Coordinated with internal teams to resolve discrepancies and ensure smooth account operations.

• Reviewed and maintained confidential client information; collected and verified client data to meet firm-wide quality standards.

• Engaged with Middle Office for KYC/AML interactions to ensure case completion within timelines.

• Ensured adherence to company policies and regulatory guidelines during account updates.

• Processed changes to account information including contact details, payment preferences, and service plans.

• Facilitated client authorization for US market trades by reviewing documentation and verifying authority based on industry-specific account mapping.

• Conducted Root Cause Analysis (RCA) as part of QC audits to identify issues and drive continuous improvement.

Conducted thorough root cause analyses on recurring defects, implementing corrective actions to improve process quality.

• Provided regular updates to leadership on quality metrics, highlighting production deficiencies.

• Collaborated with cross-functional teams to implement targeted solutions for identified issues.

• Ensured compliance with regulatory requirements by reviewing documentation and maintaining accurate records.

• Led quality assurance efforts on high-stakes projects, delivering on time under pressure.

• Resolved complex operational problems using critical thinking and innovative approaches.

• Built strong relationships with clients, vendors, and internal teams for seamless collaboration.

Handled diverse invoice processing tasks, including workflow systems, ERPs, quality checks (QC), and rejections validation.

• Maintained accurate accounts payable records with high attention to detail.

• Generated daily production reports for management review.

• Conducted invoice and vendor setup audits to ensure accuracy and compliance.

• Applied tax and other exceptions during invoice processing in accordance with guidelines.

• Coordinated with supervisors to escalate exceptions when necessary.

• Managed multiple tasks simultaneously while maintaining quality and meeting deadlines.