Client Service Manager

1 day ago

Noida, India Wise Finserv Full time

Role Overview

We are looking for a Client Service Manager who will act as the primary point of contact for our valued clients, ensuring seamless service delivery and superior client experience. The role requires strong relationship management skills, attention to detail, and the ability to coordinate across internal teams to meet client needs.

Key Responsibilities

  • Client Relationship Management: Serve as the first point of contact for clients, addressing queries, requests, and service requirements with professionalism and promptness.
  • Onboarding & Documentation: Oversee client onboarding, ensuring all KYC, regulatory, and compliance documentation is accurate and timely.
  • Portfolio Servicing: Support wealth managers in reviewing client portfolios, preparing MIS reports, and assisting clients with transactions and investment updates.
  • Communication & Reporting: Prepare and share performance reports, portfolio reviews, and updates with clients, ensuring clarity and transparency.
  • Coordination with Product & Operations Teams: Liaise with internal teams to resolve service issues, ensure smooth execution of client instructions, and deliver a consistent client experience.
  • Client Engagement: Assist in organizing client review meetings, webinars, and financial literacy sessions, helping deepen client relationships.
  • Cross-Selling Support: Identify client needs and assist in cross-selling relevant financial products such as mutual funds, bonds, fixed deposits, or insurance solutions.
  • Compliance & Confidentiality: Ensure adherence to all compliance and regulatory standards while maintaining strict confidentiality of client information.

Preferred candidate profile

  • Bachelors degree in Finance, Business, or related field.
  • Prior experience in client servicing, wealth management, or financial services preferred.
  • Excellent interpersonal, written, and verbal communication skills.
  • Strong organizational skills with attention to detail.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM tools.
  • Ability to handle sensitive and confidential information with discretion.

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