Client Service Manager

3 days ago

Chennai, Tamil Nadu, India 4S Advisory's Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Description

We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction.

Key Responsibilities

Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently

Process and monitor client transactions, account maintenance requests, and documentation

Manage and update client information in CRM and other relevant systems, ensuring data accuracy and completeness

Coordinate with internal teams (e.g., compliance, risk management, investment operations) to facilitate client service requests and problem resolution

Assist in the client onboarding process, including document collection, verification, and system setup

Prepare and distribute client reports, statements, and other correspondence as required

Monitor and track service level agreements (SLAs) to ensure timely resolution of client requests

Identify and escalate complex issues to appropriate channels for resolution

Contribute to the development and implementation of process improvements to enhance operational efficiency

Qualifications

Minimum of 3 years of experience in wealth management or financial services

Proficiency in CRM systems, financial platforms, and Microsoft Office suite

Excellent knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures

Problem-solving and decision-making skills

Bachelor's degree in Business, Finance, Economics, or related field.

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