Position Overview: We are seeking an experienced and detail-oriented professional to join our Private Wealth & Family Office team as Manager or Assistant Manager – Client Servicing. This role will include managing clients, handling their queries, preparing their portfolio reports, managing the processes through CRM tool. The ideal candidate will possess experience in client servicing, exceptional problem-solving skills, and the ability to deliver a seamless client experience through strategic engagement and superior service delivery. Key Responsibilities: • Serve as the primary point of contact for assigned clients, addressing their inquiries, concerns, and requirements with efficiency and professionalism. • Ensure prompt acknowledgment and resolution of client queries, either directly or by collaborating with internal teams and partners. • Maintain accurate and up-to-date client records through CRM systems, ensuring seamless tracking and follow-ups. • Prepare and provide clients with insights and updates on their investment portfolios. 2 | P a g e • Oversee daily investment operations and transaction processing. • Prepare reports and documents for client meetings and follow-up discussions. • Foster strong client relationships by proactively engaging with clients, understanding their evolving needs, and providing customized solutions. • Identify opportunities for upselling and cross-selling relevant financial products and services, contributing to revenue growth. • Enhance client retention strategies by continuously evaluating and improving the overall client servicing approach. • Develop and implement best practices to streamline client servicing operations, ensuring optimal client satisfaction and efficiency. • Work closely with internal stakeholders, including investment advisors, relationship managers, and operations teams, to deliver a cohesive and high-quality client experience. • Prepare and present client reports, updates, and insights to management for strategic decision-making. • Stay updated with industry trends, regulatory changes, and market developments to provide informed recommendations and insights to clients. Qualifications & Requirements: 1. Experience: 4-8 years of experience in client servicing, preferably within the financial services sector. 2. Education: MBA or an equivalent degree is preferred. 3. Industry Expertise: Prior experience in Mutual Funds, Wealth Management, and Family Office services is highly desirable.
experience
8 ... Position Overview: We are seeking an experienced and detail-oriented professional to join our Private Wealth & Family Office team as Manager or Assistant Manager – Client Servicing. This role will include managing clients, handling their queries, preparing their portfolio reports, managing the processes through CRM tool. The ideal candidate will possess experience in client servicing, exceptional problem-solving skills, and the ability to deliver a seamless client experience through strategic engagement and superior service delivery. Key Responsibilities: • Serve as the primary point of contact for assigned clients, addressing their inquiries, concerns, and requirements with efficiency and professionalism. • Ensure prompt acknowledgment and resolution of client queries, either directly or by collaborating with internal teams and partners. • Maintain accurate and up-to-date client records through CRM systems, ensuring seamless tracking and follow-ups. • Prepare and provide clients with insights and updates on their investment portfolios. 2 | P a g e • Oversee daily investment operations and transaction processing. • Prepare reports and documents for client meetings and follow-up discussions. • Foster strong client relationships by proactively engaging with clients, understanding their evolving needs, and providing customized solutions. • Identify opportunities for upselling and cross-selling relevant financial products and services, contributing to revenue growth. • Enhance client retention strategies by continuously evaluating and improving the overall client servicing approach. • Develop and implement best practices to streamline client servicing operations, ensuring optimal client satisfaction and efficiency. • Work closely with internal stakeholders, including investment advisors, relationship managers, and operations teams, to deliver a cohesive and high-quality client experience. • Prepare and present client reports, updates, and insights to management for strategic decision-making. • Stay updated with industry trends, regulatory changes, and market developments to provide informed recommendations and insights to clients. Qualifications & Requirements: 1. Experience: 4-8 years of experience in client servicing, preferably within the financial services sector. 2. Education: MBA or an equivalent degree is preferred. 3. Industry Expertise: Prior experience in Mutual Funds, Wealth Management, and Family Office services is highly desirable.
experience
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