Client Services Associate

5 days ago


Chennai, Tamil Nadu, India beBeeAdministrative Full time ₹ 15,00,000 - ₹ 28,00,000
Job Overview

The Administrative Assistant - Client Services role is an entry-level position within a team of Relationship Managers. The primary objective of this position is to provide administrative support, allowing Relationship Managers to focus on client-facing activities.

This role involves various tasks, including:

  • Setting up dividend payments
  • Researching information across multiple systems
  • Coordinating with clients and internal teams regarding share proof and proxy ship-out memos
  • Reviewing and approving Excel files
  • Removing lockup legends
  • Generating duplicate statements for clients
  • Researching and maintaining tax information
  • Distributing and collecting authorized signers and wire initiators/requests
  • Generating repeatable reports for clients

To be successful in this role, the ideal candidate must be able to learn and use new technology systems, prioritize tasks effectively, and possess strong analytical and communication skills.



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