Wealth Management Client Service Director

1 day ago


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

We are seeking an experienced Financial Services Relationship Manager to join our team. This individual will be responsible for managing client relationships, ensuring exceptional service delivery, and driving client satisfaction.

Key Responsibilities:
  • Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently.
  • Process and monitor client transactions, account maintenance requests, and documentation.
  • Manage and update client information in CRM and other relevant systems, ensuring data accuracy and completeness.
  • Coordinate with internal teams (compliance, risk management, investment operations) to facilitate client service requests and problem resolution.

The estimated salary range for this position is $80,000-$120,000 per year, depending on experience and qualifications.



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