Client Relationship Manager
23 hours ago
- Manage client inquiries & requests on various topics across investment accounting, asset classes, and financial markets.
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
- Complete operational tasks such as account setup, client lockdowns, compliance, reconciliation validation.
- Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
- Validate investment data against available third-party market data sources and demonstrate proficiency in proprietary internal tools for reconciling investment transactions.
- Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
- Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
- Take on a variety of team and client-related, long-term projects that may involve collaboration with other internal teams.
- Assist in training and coaching more junior team members.
- Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- Intermediate understanding of Equity, F&O, and OTC Products.
- Finance and/or accounting experience preferred.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Understanding of Swap agreements.
- The candidate should be comfortable working US hours.
- Bachelor's degree or higher in Accounting or Financial/Business-related field.
- 1+ years of relevant experience.
-
Client Relationship Manager
1 day ago
Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000Client Relationship ManagerWe are seeking a seasoned Client Relationship Manager to foster strong partnerships with our clients and drive successful outcomes.
-
Client Relationship Manager
5 days ago
Bengaluru, Karnataka, India BCforward Full timeJob Description: Client Relationship Manager Job Summary: The Client Relationship Manager is responsible for all client interfaces within the assigned
-
Client Relationship Manager
4 days ago
Bengaluru, Karnataka, India BCforward Full timeJob Description: Client Relationship ManagerJob Summary: The Client Relationship Manager is responsible for all client interfaces within the assigned
-
Client Relationship Manager
4 weeks ago
Bengaluru, Karnataka, India BCforward Full timeJob Description: Client Relationship ManagerJob Summary: The Client Relationship Manager is responsible for all client interfaces within the assigned Account or a portfolio of Accounts for the Asia-Pac GCC within Domestic Recruitment and Staffing practice. The Client Relationship Manager builds and manages key client relationships; and is responsible for...
-
Client Relationship Manager
4 weeks ago
Bengaluru, Karnataka, India BCforward Full timeJob Description: Client Relationship ManagerJob Summary: The Client Relationship Manager is responsible for all client interfaces within the assigned Account or a portfolio of Accounts for the Asia-Pac GCC within Domestic Recruitment and Staffing practice. The Client Relationship Manager builds and manages key client relationships; and is responsible for...
-
Client Relationship Manager
4 weeks ago
Bengaluru, Karnataka, India BCforward Full timeJob Description: Client Relationship ManagerJob Summary: The Client Relationship Manager is responsible for all client interfaces within the assigned Account or a portfolio of Accounts for the Asia-Pac GCC within Domestic Recruitment and Staffing practice. The Client Relationship Manager builds and manages key client relationships; and is responsible for...
-
Client Relationship Manager
3 weeks ago
Bengaluru, Karnataka, India Fragomen Full timeRole: Client Relationship ManagerExperience: 3 to 5 years of client-facing experience with a strong interest in client interaction and business development. A. Client Relationship ManagementMaintain consistent communication with a diverse client base through various channels (email, phone, and in-person meetings) to foster strong client relationships and...
-
Client Relationship Manager
23 hours ago
Bengaluru, Karnataka, India beBeeServicing Full time ₹ 12,00,000 - ₹ 15,00,000As a Client Servicing Lead, you will be responsible for fostering and maintaining relationships with clients to ensure high satisfaction and retention rates. You will serve as the primary point of contact for assigned accounts, interpreting their requirements and translating them into actionable project briefs.Key Responsibilities:Develop and maintain strong...
-
Client Relationship Manager
4 days ago
Bengaluru, Karnataka, India Anand Rathi Insurance Brokers Ltd Full timeJob Summary:The Client Relationship Officer will be stationed at the client's location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client's regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims...
-
Client Relationship Manager
3 weeks ago
Bengaluru, Karnataka, India Anand Rathi Insurance Brokers Ltd Full timeJob Summary:The Client Relationship Officer will be stationed at the client's location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client's regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims...
