Client Service Manager

4 weeks ago

Chennai, India 4S Advisory's Full time

Role Description

We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction.

Key Responsibilities

Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently
Process and monitor client transactions, account maintenance requests, and documentation
Manage and update client information in CRM and other relevant systems, ensuring data accuracy and completeness
Coordinate with internal teams (e.g., compliance, risk management, investment operations) to facilitate client service requests and problem resolution
Assist in the client onboarding process, including document collection, verification, and system setup
Prepare and distribute client reports, statements, and other correspondence as required
Monitor and track service level agreements (SLAs) to ensure timely resolution of client requests
Identify and escalate complex issues to appropriate channels for resolution
Contribute to the development and implementation of process improvements to enhance operational efficiency

Qualifications

Minimum of 3 years of experience in wealth management or financial services
Proficiency in CRM systems, financial platforms, and Microsoft Office suite
Excellent knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures
Problem-solving and decision-making skills
Bachelor's degree in Business, Finance, Economics, or related field.

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