 
						Client Services Manager
2 days ago
The requirement is with a very reputed wealth management company based at Mumbai (Kalina). Its an operation role into client servicing, onboarding, customer query management, etc.
Requirements: Male/Female candidates having similar experience from Mumbai local market only.
CTC: Up to 20 LPA
Job Description for Service Manager
Client Service Management 
• Manage end-to-end client servicing processes including onboarding, account maintenance, documentation, and client queries. 
• Serve as the primary point of contact for service-related matters for a portfolio of high value clients. 
• Coordinate with relationship managers and product teams to ensure timely and accurate service delivery.
Operational Execution 
• Ensure all transactions and service requests are executed in compliance with internal controls and regulatory guidelines (DIFC/DFSA). 
• Monitor service SLAs, turnaround times, and quality metrics. 
• Assist in the implementation of improved workflows and service process enhancements.
Internal & External Coordination 
• Collaborate with compliance, operations, legal, and custodians to resolve client issues. 
• Support the relationship management team in preparing client reviews, reports, and portfolio documentation.
Risk and Compliance 
• Ensure proper KYC, AML, and regulatory checks are completed. 
• Keep updated on DIFC/DFSA policies and ensure operational alignment with regulatory changes.
Qualifications & Experience 
• Bachelor's degree in Finance, Business Administration, or related field. 
• 4–7 years of experience in client servicing within wealth management, private banking, or investment advisory. 
• Strong understanding of financial products, client onboarding, and regulatory requirements in DIFC/DFSA. 
• Familiarity with CRM platforms (e.g., Salesforce, Temenos, Finacle). 
• Excellent communication and client-handling skills with a solution-oriented mindset. 
• UAE/GCC experience preferred.
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