Client Services Representative
5 months ago
Responsible for the administration of any alterations and implementations.
Assist with enquiries, generate reports, collect and process Know Your Client (KYC) documents.
Updating CRM system(Xplan) and maintain client files along with online filing.
SKills:
- Experience in Australian financial planning
- Xplan Knowledge
- Fluent English Communication
Shift : 10 AM to 4 PM
**Salary**: ₹400,000.00 - ₹800,000.00 per year
Schedule:
- Monday to Friday
- Morning shift
Ability to commute/relocate:
- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Financial planning: 1 year (preferred)
- Xplan: 1 year (preferred)
Work Location: In person
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