Client Services Associate

2 weeks ago


Lucknow Uttar Pradesh, India raj prints Full time

Work with clients and colleagues to ensure proper account opening procedures and documentation
- **Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, prepare reports and other deliverables**:

- Maintain thorough notes from client meetings; manage projects related to financial planning, investment policy statements, and other deliverables
- **Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns ** Administrative duties such as handling telephones, mailing, filing and processing forms
- **Comply with all industry rules, regulations and firm policies**:

- **Bachelor’s Degree Required; Finance or Business degree preferred - Proficiency in Microsoft Word, Excel & PowerPoint**:

- **Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems**:

- **Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment**:

- **Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change**:

- **Strong computer skills; ability to quickly learn new software - Intellectual curiosity and a sense of humer**

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



  • Lucknow, Uttar Pradesh, India ARC Solutions Full time

    **Job Title: Client Service Executive** **Responsibilities**: - Act as the primary point of contact for clients, ensuring their needs are met with efficiency and professionalism. - Active listening to properly understand the demands of the clients. - Dealing with International clients. - Forwarding client’s projects to the Production team. - Maintaining...


  • Lucknow, Uttar Pradesh, India ARC Solutions Full time

    **Job Title: Client Service Executive** **Responsibilities**: - Act as the primary point of contact for clients, ensuring their needs are met with efficiency and professionalism. - Active listening to properly understand the demands of the clients. - Dealing with International clients. - Forwarding client’s projects to the Production team. - Maintaining...


  • Noida, Uttar Pradesh, India FIRST CREDIT SERVICES Full time

    **Mandatory** -should have 70% marks in 10th 12th and Graduation only Apply - **Sales Support**: Assisting the sales team by providing product/service information, generating leads, and coordinating sales activities. - **Order Processing**: Handling order processing, including receiving orders, processing payments, and coordinating with internal teams for...


  • Lucknow, Uttar Pradesh, India The pathfinder Full time

    **Roles and Responsibilities**: - Serve as the primary point of contact for clients, ensuring seamless communication and maintaining strong relationships. - Understand client needs and objectives, and translate them into actionable event plans and strategies. - Coordinate and manage all aspects of event planning, including logistics, vendor selection,...


  • Noida, Uttar Pradesh, India Clearwater Analytics Full time

    Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...


  • Noida, Uttar Pradesh, India Developer's Adda Full time

    **Position: Client Relationship Associate (CRA)** **Location**: A100 Sec 4, Noida (Near Sector 16 metro station) **Experience**: Freshers **Education**: 12th Passed/Graduation Completed **Gender**: Male and Female (Both) **Age**: 18 to 50 **Salary**: ₹15,100k including ESI Card + ₹500 Attendance Bonus + Lucrative Incentives **Position Type**: Full...


  • Noida, Uttar Pradesh, India Info Edge Full time

    **About Info Edge** These are exciting times for Info Edge as we continue to grow in all our businesses, and continue to scale newer heights. We are investing across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI) to increase our predictive powers on customer behaviour and continuously optimise...

  • Sales Associate

    4 months ago


    Lucknow, Uttar Pradesh, India Awadh Landmark reality pvt ltd Full time

    We are looking for a result-driven retail Sales Associate to be responsible for all sales job duties, from generating leads to closing sales. Sales Associate duties and responsibilities include working closely with customers to determine their needs, answer their questions about your products and recommend the right solutions. You should also be able to...


  • Noida, Uttar Pradesh, India Developer's Adda Full time

    Profile - Client Relationship Associate (CRA) Qualification - 12th passed/Graduation Completed Experience - Freshers Skills - Excellent communication skills Salary - For Freshers Salary 15,100k including ESI Card + 500 Attendance Bonus + good incentives Pay: ₹8,000.00 - ₹15,000.00 per month Schedule: - Day shift Supplemental Pay: - Performance...


  • Noida, Uttar Pradesh, India Conduent Business Services India LLP Full time

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...


  • Noida, Uttar Pradesh, India Conduent Business Services India LLP Full time

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...


  • Noida, Uttar Pradesh, India Conduent Business Services India LLP Full time

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...


  • Gomtinagar Vistar, Lucknow, Uttar Pradesh, India Shri Events Full time

    Job Overview: Key Responsibilities: - Build and maintain strong relationships with clients, ensuring their needs are understood and met. - Act as the main point of contact for client communication, addressing inquiries, resolving issues, and providing updates. - Collaborate with internal teams, including sales, creative, and production, to deliver on client...


  • Noida, Uttar Pradesh, India Nozomi Enterprises Full time

    **Profile - **Client Relationship Associate (CRA) **Qualification - **12th passed/Graduation Completed **Experience - **Freshers **Skills - **Excellent communication skills **Location - **A100 Sec 4,Noida Near Sector 16 metro station **Salary - For Freshers** Salary 15k including ESI Card + 500 Attendance Bonus + good incentives Application Question(s): -...


  • Noida, Uttar Pradesh, India Capline Services Full time

    **Please feel free to connect - 8448838618** Role & responsibilities - Answering inbound and outbound calls of clients and customers. - Ability to perform multiple tasks and adjust quickly in short time frames. - Coordinating between Onshore & Offshore team - Strong customer service approach to dealing with people at all levels internal and external -...


  • Indore, Madhya Pradesh, India Maltar Services Pvt Ltd Full time

    Hey folks! I am hiring driven and experienced Client acquisition Associate to team leader roles for my team. Please go through the opening below and let me know if you are interested or can refer anyone! Job description Designation - Client Acquisition Associate to Leader Roles - client acquisition for forex broker platform. - client retention, renewal...


  • Noida, Uttar Pradesh, India Ebizon Full time

    EbizON is looking for an Associate Consultant **Responsibilities**: - Manage timely delivery of digital marketing projects. - Consistently deliver proactive communication with clients. When client issues arise, address or expeditiously escalate and resolve the issue. - Manages and prioritizes daily tasks, activities, and processes of the team to maintain...


  • Noida, Uttar Pradesh, India Ebizon Full time

    EbizON is looking for an Associate Consultant **Responsibilities**: - Manage timely delivery of digital marketing projects. - Consistently deliver proactive communication with clients. When client issues arise, address or expeditiously escalate and resolve the issue. - Manages and prioritizes daily tasks, activities, and processes of the team to maintain...


  • Lucknow, India Niftel Communication Full time

    **Niftel Communications is seeking a dedicated and motivated Customer Support Associate to join our team.** As a Customer Support Associate, you will be responsible for providing exceptional customer service to our clients through various channels including chat support and voice. Your main duties will include resolving customer queries, providing product...

  • Marketing Associate

    4 months ago


    Lucknow, Uttar Pradesh, India Polaris Group India Full time

    **Only for freshers (18-25 age only) and should be immediate joiner.** - A marketing associate customers to determine their needs, answer their questions about your products and recommend the right solutions_. - **Responsibilities**:_ 1. Accredited product training 2.Understanding Application Process Quality 3.Management 4.Meeting Client...