Senior Financial Services Associate

7 days ago

Pune, Maharashtra, India beBeeCustomerService Full time
Job Description:

We are seeking an experienced professional to serve as a telephonic concierge and primary point of contact for high-value customers. As a key member of our team, you will be responsible for delivering exceptional customer service by handling account inquiries, initiating payment investigations, fee reversals, and processing maintenance/fulfillment requests.

You will execute banking transactions efficiently while ensuring adherence to all internal policies and regulatory guidelines. This role requires strong communication skills, with the ability to build rapport quickly and maintain accurate records in CRM and banking systems.

Key Responsibilities:

  • Serve as a telephonic concierge and primary point of contact for high-value customers, delivering exceptional customer service.
  • Handle account inquiries, initiate payment investigations, fee reversals, and process maintenance/fulfillment requests.
  • Execute banking transactions efficiently while ensuring adherence to all internal policies and regulatory guidelines.
  • Collaborate with various internal departments and external partners to resolve escalated issues and follow up on outstanding service tickets.
  • Build and maintain strong client relationships by addressing their current needs and anticipating future requirements.
  • Educate customers about new and existing financial products and services that align with their personal goals.
  • Refer qualified opportunities to Relationship Managers or Managing Directors for additional services and financial planning.
  • Stay updated on financial product offerings and proactively participate in service training.
  • Contribute to customer satisfaction initiatives, including post-service surveys and loyalty programs.
Required Skills & Qualifications:
  • Strong communication skills (verbal and written) with a professional demeanor.
  • Exceptional interpersonal skills with the ability to build rapport quickly.
  • Attention to detail and high regard for deadlines and service quality.
  • Proactive approach to problem-solving and ownership of assigned tasks.
  • Team-oriented, with a willingness to collaborate with global and cross-functional teams.
  • Ability to work in a fast-paced, high-pressure environment while maintaining accuracy.
  • Demonstrated integrity and respect for client confidentiality.
Preferred Qualifications:
  • 2–4 years of experience in a customer service, private banking, or financial services support role.
  • Familiarity with core banking systems, CRM tools, and account servicing platforms.
  • Experience handling high-net-worth (HNW) clients is an advantage.
  • Knowledge of financial regulations and compliance is a plus.

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