
Client Services Associate
2 weeks ago
Work with clients and colleagues to ensure proper account opening procedures and documentation
- **Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, prepare reports and other deliverables**:
- Maintain thorough notes from client meetings; manage projects related to financial planning, investment policy statements, and other deliverables
- **Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns ** Administrative duties such as handling telephones, mailing, filing and processing forms
- **Comply with all industry rules, regulations and firm policies**:
- **Bachelor’s Degree Required; Finance or Business degree preferred - Proficiency in Microsoft Word, Excel & PowerPoint**:
- **Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems**:
- **Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment**:
- **Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change**:
- **Strong computer skills; ability to quickly learn new software - Intellectual curiosity and a sense of humer**
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
-
Client Service Executive
1 week ago
Lucknow, Uttar Pradesh, India ARC Solutions Full time**Job Title: Client Service Executive** **Responsibilities**: - Act as the primary point of contact for clients, ensuring their needs are met with efficiency and professionalism. - Active listening to properly understand the demands of the clients. - Dealing with International clients. - Forwarding client’s projects to the Production team. - Maintaining...
-
Service Associate
22 hours ago
Lucknow, Uttar Pradesh, India PVR Cinemas Full time"Walk In drive" Hi All, PVR INOX limited are hiring for the position of "Service Associates". Location - ## **2nd floor Lulu Mall, Lucknow** Salary - 14,000/- CTC Qualification : Any Pursuing Graduates Knowledge of Food and beverages, customer interaction will be preferred. - To personally greet the customers and other VIP Guests at each touch point with...
-
Client Servicing Executive
1 week ago
Noida, Uttar Pradesh, India FIRST CREDIT SERVICES Full time**Mandatory** -should have 70% marks in 10th 12th and Graduation only Apply - **Sales Support**: Assisting the sales team by providing product/service information, generating leads, and coordinating sales activities. - **Order Processing**: Handling order processing, including receiving orders, processing payments, and coordinating with internal teams for...
-
Client Delivery-associate
3 days ago
Noida, Uttar Pradesh, India Info Edge Full time**About Info Edge** These are exciting times for Info Edge as we continue to grow in all our businesses, and continue to scale newer heights. We are investing across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI) to increase our predictive powers on customer behaviour and continuously optimise...
-
Client Service Executive
3 days ago
Noida, Uttar Pradesh, India CreativeMUD Business Pvt Ltd Full time**CreativeMUD**is your one-stop destination for creative content and digital marketing solutions. Located in **Noida**, we provide 360-degree solutions for your creative needs across India. Our proud shutterbugs are always ready to capture the best of you and your product, balanced with quality content for use in advertising, editorial, and websites. Our aim...
-
Client Relationship Associate
6 days ago
Noida, Uttar Pradesh, India The OmniJobs Full time**Job Title**: Client Relationship Associate (CRA) **Job Location**: A100, Sector 4, Noida (Near Sector 16 Metro Station). **Salary**: ₹15,100/month (inclusive of ESI Card) **Experience**: Freshers **Qualifications**: Minimum 12th **Terms**: Permanent - Onsite **Position Overview**: We are looking for enthusiastic and driven individuals to join our...
-
Client Servicing Manager
2 weeks ago
uttar pradesh, India WIKREATE WORLDWIDE PRIVATE LIMITED Full timeResponsibilities:· Serve as the main point of contact for clients throughout planning and execution· Build and maintain strong client relationships through clear and effective communication· Collaborate with internal teams to meet client requirements.· Conduct client meetings to understand their event needs and preferences· Ensure timely project...
-
Associate, Client Services
3 days ago
Noida, Uttar Pradesh, India S&P Global Full timeAbout the Role Grade Level for internal use 08 The Team S P Global Trading Analytics delivers cutting-edge quantitative tools which help brokers and asset managers meet regulatory compliance reporting needs Evolving global regulations continue to drive increased scrutiny and market participants requirement for trusted partners who understands trade execution...
-
International Client Servicing
6 days ago
uttar pradesh, India Graygraph Technologies Pvt Ltd Full timeJob description If interested, Kindly send your updated resume at or directly reach out to me on . Company Description Graygraph Technologies LLC is an IT services provider company based in Noida. We offer staffing solutions, software development, web development, Content Management Solutions, and Creative Design services with a focus on facilitating complex...
-
International Client Servicing
5 days ago
uttar pradesh, India Graygraph Technologies Pvt Ltd Full timeJob descriptionIf interested, Kindly send your updated resume at Poonam.gautam@Graygraph.com or directly reach out to me on +91 95401 38308 .Company DescriptionGraygraph Technologies LLC is an IT services provider company based in Noida. We offer staffing solutions, software development, web development, Content Management Solutions, and Creative Design...