NeoFinity - Client Services Manager
1 week ago
Key Responsibilities:
- Manage and strengthen relationships with existing clients, proactively addressing queries and ensuring data accuracy.
- Regularly connect with clients to understand their needs and recommend relevant firm services such as digital tools, online access, and cash management solutions.
- Facilitate smooth onboarding of new clients by collecting and verifying necessary documents and information.
- Prepare client reports, presentations, and meeting materials to support advisors.
- Coordinate with internal teams and share resources to enhance client servicing.
- Stay updated through ongoing training on company policies, processes, and industry trends.
- Support in executing client orders and managing day-to-day administrative tasks including scheduling, travel coordination, and expense Bachelors degree in Finance, Business Administration, or related field.
- 1-4 years of experience in client servicing, financial operations, or relationship management.
- Strong communication and interpersonal skills with a client-first approach.
- Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools.
- Strong organizational and multitasking abilities.
- High attention to detail, professionalism, and problem-solving mindset.
Preferred Qualifications:
- Experience in financial services or wealth management domain.
- Familiarity with investment products, financial planning, or advisory support.
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