Operations Staff
Pluang · PT Bumi Santosa Cemerlang, Jakarta Pusat, Jakarta Raya, Indonesia
Sekilas tentang pekerjaan ini
Pluang mencari IDSS Operations Staff untuk memastikan pembukaan akun efek dan reksa dana bagi pelanggan yang lolos verifikasi identitas berjalan cepat, akurat, dan sesuai regulasi. Posisi ini menangani pemantauan proses, kendala mitra, penutupan akun, serta rekonsiliasi data di Jakarta Pusat, Jakarta Raya.
Tugas utama
- Memantau proses pembukaan akun efek dan reksa dana hingga selesai.
- Menganalisis penolakan pembukaan akun dan menindaklanjuti kendala dengan mitra.
- Memproses permintaan penutupan akun dan pengembalian data pelanggan.
- Merekonsiliasi data akun internal dengan data mitra eksternal.
- Mendokumentasikan kasus, memperbarui SOP, dan mengusulkan perbaikan proses.
Kualifikasi utama
- Minimal Diploma (D3) atau gelar Sarjana dari bidang apa pun.
- Pengalaman 1–2 tahun di operasional sekuritas, perbankan, atau fintech.
- Memahami proses pembukaan dan penutupan akun efek serta reksa dana.
- Berpengalaman mengolah dan membandingkan data dalam jumlah besar menggunakan spreadsheet.
- Mampu berkomunikasi dalam bahasa Inggris untuk keperluan kerja.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs Pluang.
Deskripsi pekerjaan
About Us Pluang is Indonesia’s leading multi-asset investment platform, offering products such as Indonesian Stocks, Crypto, US Stocks, Mutual Funds, and Gold. Our mission is to make investing accessible, seamless, and secure—so more Indonesians can achieve financial independence. Backed by $110M+ in funding from global investors like Accel and Openspace Ventures, we’re one of Indonesia’s fastest-growing fintechs.
Discover more about our vision here. Role Overview We are hiring an IDSS Operations Staff to ensure customers who have passed identity verification can open their securities and fund accounts quickly, accurately, and in line with applicable regulations. You will monitor account-opening journeys end to end, resolve or escalate issues with external partners, process account closures and data reverts, and reconcile internal and partner data.
This role is highly detail-oriented and operationally critical, with a direct impact on customer experience and account accuracy. What You Will Do 1. Monitor account-opening processes Monitor the queue of customers whose securities and fund account opening is in progress. Identify cases that are stuck or past their service-level deadline, and follow up until completion.
Maintain accurate case statuses and ensure timely resolution plans for overdue cases. 2. Handle account-opening issues and partner rejections Analyze the causes of account-opening rejections from external partners. Review customer data against supporting documents to identify discrepancies. Escalate cases to external partners or the appropriate internal teams, and actively follow through until they are resolved.
Verify escalation outcomes and keep case records up to date. 3. Process account closures and customer-data reverts Process account-closure and customer-data revert requests with thorough pre-submission checks. Ensure active customers or customers with remaining balances are not included in closure requests. Follow up with partners on closure results, rejected submissions, and required next steps.
4. Reconcile internal and partner account data Regularly compare internal customer account data with data held by external partners. Investigate mismatches and determine the appropriate follow-up, including correcting internal data or resubmitting information to partners. Maintain clear records of mismatches, actions taken, and final outcomes. 5. Improve operational processes and documentation Document every case, escalation, and outcome accurately.
Keep SOPs and communication templates current and practical. Report technical issues to relevant teams and propose process improvements. Review resolution times and outstanding queues by issue type, providing regular updates to the manager. What You Will Need Qualifications Minimum Diploma (D3) or Bachelor’s degree in any field. 1–2 years of experience in securities, banking, or fintech operations; experience with account opening is a plus.
Understanding of securities and fund account-opening and account-closure processes. Experience processing and comparing large volumes of data using spreadsheets. Familiarity with case documentation and following operational SOPs. Skills & Competencies Strong problem-solving ability, including identifying root causes and selecting appropriate next steps for unusual cases.
Exceptional attention to detail, as data errors can directly affect customer accounts. Strong verbal and written communication skills when working with internal teams and external partners. Working proficiency in English. Proactive follow-up skills and persistence in driving cases through to closure. Ability to prioritize work effectively based on deadlines and operational urgency.
Mindset Customer-focused and accountable for accurate, timely outcomes. Comfortable working in a regulated, detail-sensitive environment. Process-oriented, organized, and committed to continuous improvement. Able to work independently while knowing when to escalate. We are an equal-opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Want the inside scoop on our culture, the interview process, and the amazing team at Pluang? Click here to find out! Curious about what it's like to work with us? Get a glimpse of life at Pluang through the eyes of our team! Check out our Instagram!