Client Experience Specialist

11 hours ago

Chennai, Tamil Nadu, India beBeeCommunication Full time ₹ 6,00,000 - ₹ 8,00,000

Job Title: Client Experience Associate

Location: Chennai

Experience Required: 4+ Years

Industry: Financial Services

Role Overview:

We are seeking a detail-oriented professional for the role of Client Experience Associate, responsible for managing and enhancing client servicing for Ultra High Net Worth Individuals (UHNIs). This role is pivotal in maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams.

Main Responsibilities:

  • Serve as the primary point of contact for UHNI clients for all service-related matters.
  • Build and nurture long-term client relationships with a focus on trust, responsiveness, and value.
  • Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.

Key Accountabilities:

  • Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios.
  • Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.
  • Communicate effectively to explain processes, products, and services to clients.

About This Role:

This is an excellent opportunity for a highly motivated and results-driven individual to join our team and make a meaningful contribution to our business. As a Client Experience Associate, you will be working closely with our Relationship Managers and the Dealing Team to provide exceptional client service and support.

Your Skills and Qualifications:

  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain strong client relationships.
  • Strong organizational and time management skills.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

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