Client Service Director

22 hours ago


Chennai, Tamil Nadu, India BugleRock Capital Full time
Job Description

BugleRock Capital is seeking a highly motivated and experienced Client Service Director to join our Wealth Management team. The successful candidate will be responsible for managing and enhancing relationships with clients, ensuring exceptional service delivery, and driving client satisfaction.

Responsibilities
  1. Act as a liaison between front-office relationship managers and back-office departments
  2. Process and monitor client transactions, account maintenance requests, and documentation
  3. Manage and update client information in CRM and other relevant systems
  4. Coordinate with internal teams to facilitate client service requests and problem resolution
Requirements
  • Demonstrated experience in wealth management or a related field
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment and prioritize tasks effectively
Salary Range

$140,000 - $180,000 per annum


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