Client Service Manager for Financial Advisors

Job DescriptionAzalea Advisors LLP is seeking a highly skilled Semi-Qualified Chartered Accountant (CA Inter) or Chartered Accountant (CA) with 2-3 years of experience to join our team in Pune. The ideal candidate will have excellent leadership skills, strong communication abilities, and experience in leading a team.Key Responsibilities:Team Leadership:...

To be a part of well-established Global MNC To be a part of Good and Ethical corporate culture in a leadership role. About Our Client A global Energy leader focused on innovative solutions in independent power development, renewable energy, liquefied natural gas, and energy efficiency services to governments, communities, cities, and businesses. Job...

Company OverviewBNY Mellon is a leading global financial services institution, dedicated to helping clients manage and move their financial assets. We offer a wide range of services, including brokerage processing, client service, and operational support.

Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm, committed to addressing the diversified financial needs of its clients. We offer customized solutions to help clients achieve their financial goals effectively.This role involves managing client relationships, developing and implementing financial plans, and providing...

Your Dream Internship AwaitsAre you looking for a challenging internship that will help you develop your skills and interests? Look no further! As a Business Development Intern at Realto Advisors Private Limited, you'll have the opportunity to work with our experienced team and gain valuable insights into the world of real estate consulting.From driving...

Job DetailsAzalea Advisors LLP is seeking a highly skilled Semi-Qualified Chartered Accountant (CA Inter) or Chartered Accountant (CA) with 2-3 years of experience to join our team in Pune.Responsibilities and RequirementsResponsibilities: Team Leadership, Accounting & Financial Reporting, Taxation & Compliance, Audit & Assurance, Process Improvement, Client...

Senior FinOps Advisor Location: Bangalore Job Type: Full-time Department: Finance / Cloud Financial Operations Reports To: Capability Lead Job Summary: We are looking for a Senior FinOps Advisor to lead cloud financial management initiatives, optimize cloud costs, and drive financial accountability across the organization. This role requires a deep...

Job Description: Lead - Client Baner, Pune, Maharashtra, India (Work from office only)Company Overview:Inteliment is a specialized business analytics company with nearly two decades of experience partnering with numerous Fortune 500 global enterprises. We operate an ISO-certified development center in Pune, India, and maintain a global presence through...

about randstad enterpriseAs the leading global talent solutions provider Randstad Enterprise enables companies to create sustainable business value and agility by keeping people at the heart of their organizations Part of Randstad N V we combine unmatched talent data and market insights with smart technologies and deep people expertise Our integrated...

About Epiq: We are a leading global provider of e-discovery solutions, dedicated to helping our clients navigate the complexities of the legal landscape.We are seeking an experienced project manager to join our team and help us deliver exceptional results for our clients. As a member of our Client Services team, you will play a critical role in managing...

Associate Director - Office Lead Forvis Mazars :Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories and Forvis Mazars, LLP in the United States. It specializes in providing audit,...

Assistant Manager - Business Development Specialist - Working closely with the BD manager, BD specialist will support Forvis Mazars' BD efforts in its priority sectors and Key Accounts by ensuring the account teams and Client relationship leads have access to all the relevant information needed to be effective in the market. - You will attend meetings,...

Assistant Manager - Business Development Specialist - Working closely with the BD manager, BD specialist will support Forvis Mazars' BD efforts in its priority sectors and Key Accounts by ensuring the account teams and Client relationship leads have access to all the relevant information needed to be effective in the market. - You will attend meetings,...

Role OverviewThis Trainee - Wealth Management position involves supporting wealth management activities, handling administrative tasks, data entry, and transaction processing. The successful candidate will be responsible for accurate record-keeping, compliance, and smooth execution of financial operations.Key AccountabilitiesParticipate in training sessions...

About the RoleThis role will be responsible for providing high-quality client service to DB custody clients in relation to their securities operations queries.The ideal candidate will have excellent communication and problem-solving skills, as well as a strong understanding of securities markets and settlement practices.

Job Description Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients...

Job Description Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients...

Job Description Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients...

Job DescriptionCompany OverviewAt Nexus Jobs, we specialize in empowering talent staffing services and have extensive experience in pan-India hiring. We offer a wide range of corporate manpower services and industrial employment services, with a focus on providing end-to-end manpower solutions that meet our clients specific requirements. Our services include...

about randstad enterpriseAs the leading global talent solutions provider, Randstad Enterprise enables companies tocreate sustainable business value and agility by keeping people at the heart of theirorganizations. Part of Randstad N.V., we combine unmatched talent data and market insightswith smart technologies and deep people expertise. Our integrated...