Lead Associate, Client Support Services

4 hours ago

Bengaluru, Karnataka, India BetaNXT Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Level/Function: Lead Associate, Client Support Services

Title: Lead Associate, Client Support Services

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Position Overview:

As an Associate on the Mutual Fund Support Team, you will be a key player in delivering exceptional client service in a high-risk, high-visibility area of our business. You'll handle mutual fund-related inquiries, resolve issues with precision and professionalism, and ensure seamless system functionality throughout the day. Your work will directly impact client satisfaction, operational integrity, and financial outcomes.

This is a client-facing role in a critical area of our business. Mutual Fund Support is essential to maintaining client trust, preventing financial loss, and ensuring operational excellence. Your ability to make quick, informed decisions and communicate effectively can protect our clients' reputations and bottom lines.

Duties and Responsibilities:

  • Serve as a primary point of contact for mutual fund-related inquiries via phone and email
  • Deliver world-class customer service to internal and external clients
  • Apply critical thinking and problem-solving skills to resolve complex issues
  • Follow Incident Management Protocols during system interruptions or service disruptions
  • Collaborate with internal teams, clients, and vendors to ensure timely resolution of issues
  • Support mutual fund operations including order processing, execution, dividends, and reorganizations
  • Maintain accurate records of client interactions in the call tracking system
  • Escalate issues appropriately while advocating for client needs
  • Ensure system availability and functionality throughout the workday
  • Handle omnibus accounting product support with attention to detail and care

Skills and Experience:

  • 2+ years of customer service experience, preferably in the mutual fund or financial services industry
  • Strong communication skills and a client-first mindset
  • Ability to work independently and collaboratively in a fast-paced environment
  • Excellent judgment and decision-making skills under pressure
  • Bachelor's degree preferred
  • Proficiency in navigating client conflict and delivering positive resolutions
  • High attention to detail and organizational skills
  • Proficiency in Excel, file comparison tools, and SQL knowledge

  • Associate, Client Support Services

    2 weeks ago

    Bengaluru, Karnataka, India Betanxt Inc Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and...

  • Associate, Client Support Services

    2 weeks ago

    Bengaluru, Karnataka, India BetaNXT Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job DescriptionAbout BetaNXTBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end...

  • Associate Client Services Lead

    5 days ago

    Bengaluru, Karnataka, India IQVIA Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The Associate Client Services Lead, under the supervision of senior members of Client Services team, serves as the main point of contact for their respective region's portfolio studies, manages the client / IQVIA PL relationship (as appropriate), oversee payment management projects and ensure sponsor satisfaction is achieved. Manage and oversee the...

  • Associate Client Services Lead

    5 days ago

    Bengaluru, Karnataka, India IQVIA Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The Associate Client Services Lead, under the supervision of senior members of Client Services team, serves as the main point of contact for their respective region's portfolio studies, manages the client / IQVIA PL relationship (as appropriate), oversee payment management projects and ensure sponsor satisfaction is achieved. Manage and oversee the...

  • Client Services Associate I

    5 days ago

    Bengaluru, Karnataka, India ICON plc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Client Services Associate I - India, Bangalore - Hybrid, Office-basedICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical developmentWe are currently seeking a Client...

  • IT Client Services Site Lead

    3 days ago

    Bengaluru, Karnataka, India Danaher Corporation Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    At Cepheid, we are passionate about improving health care through fast, accurate diagnostic testing. Our mission drives us, every moment of every day, as we develop scalable, groundbreaking solutions to solve the world's most complex health challenges. Our associates are involved in every stage of molecular diagnostics, from ideation to development and...

  • Hiring Senior Associate Client servicing For Insurance ProcessCTC 10L

    1 week ago

    Bengaluru, Karnataka, India Rivera Manpower Services Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Warm Greetings from Rivera Manpower ServicesWe are hiring for the role of Senior Analyst (Service Support Associate) in the US Healthcare Insurance process.Location: [Bangalore] Shift: US ShiftsExperience: Minimum 4+ years in International Voice with specific experience in Insurance / Healthcare (mandatory) / Banking /financial Services Voice can apply...

  • Support Associate

    3 days ago

    Bengaluru, Karnataka, India Al Fahad Enterprises Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Company DescriptionAl Fahad Enterprises operates across a diverse range of industries, including tour and travel services, organic product distribution, and other specialized offerings. The company is committed to delivering high-quality customer-oriented services. Known for its innovation and growth, Al Fahad Enterprises continually expands its portfolio to...

  • Support Associate

    2 days ago

    Bengaluru, Karnataka, India Al Fahad Enterprises Full time ₹ 4,00,000 - ₹ 7,00,000 per year

    Company DescriptionAl Fahad Enterprises is a multifaceted company engaged in a variety of businesses, including Tour & Travel services, Organic Products, and other diversified services. Committed to excellence, the company consistently provides high-quality offerings tailored to meet client needs. Al Fahad Enterprises is dedicated to delivering exceptional...

  • Client Service Associate

    2 weeks ago

    Bengaluru, Karnataka, India Delhivery Full time ₹ 2,00,000 - ₹ 8,00,000 per year

    About DelhiveryDelhivery is India's largest fully integrated logistics services provider. With its nationwide network covering over 18,500 pin codes, the company provides a full suite of logistics services such as express parcel transportation, PTL freight, TL freight, cross-border, supply chain, and technology services. Delhivery has successfully fulfilled...