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.

  • Client servicing Manager

    2 days ago

    Chennai, Tamil Nadu, India Seven Consultancy Full time

    JOB DETAILS 1.Excellent presentation, oral and written communication skills.2.Should have prior experience with Advertising agencies only.3.Industry research capabilities, to understand Clients business environment.4.A good eye for details.5.Dynamic, self-motivated team player with a positive attitude to work, Patience, high Client orientation, and business...

  • Client Services Manager

    6 days ago

    Chennai, Tamil Nadu, India beBeeClientServicesManager Full time ₹ 50,00,000 - ₹ 70,00,000

    Job Title: We are seeking a Client Services Manager to prioritize existing customers and bring new clients on board. Key Responsibilities include developing effective communication platforms for clients and staff, inspiring repeat-business from clients, conducting customer service workshops and presentations, monitoring and measuring client satisfaction,...

  • Client service manager

    3 days ago

    Chennai, Tamil Nadu, India Jollo Experiences Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionWelcome to JOLLO experiences, a leading marketing agency specializing in digital marketing, branding, video marketing, advertising, and media production. Established 5 years ago, we are committed to empowering businesses of all sizes through innovative and results-driven marketing strategies. We pride ourselves on best-in-class customer...

  • Client Service Manager

    7 days ago

    Chennai, Tamil Nadu, India GROW MEDICO Full time

    Company Description GROW MEDICO helps doctors and surgeons generate new patients, referrals, and build their reputation on autopilot in 90 days or less. Our innovative solutions focus on enhancing the visibility and reputation of medical professionals, ensuring their practices thrive. Role Description This is a full-time on-site role for a Client Service...

  • Client Service Manager

    20 hours ago

    Chennai, Tamil Nadu, India GROW MEDICO Full time

    Company Description GROW MEDICO helps doctors and surgeons generate new patients, referrals, and build their reputation on autopilot in 90 days or less. Our innovative solutions focus on enhancing the visibility and reputation of medical professionals, ensuring their practices thrive. Role Description This is a full-time on-site role for a Client Service...

  • Client Service Manager

    3 days ago

    Chennai, Tamil Nadu, India Anicut Healthcare Solutions Full time US$ 90,000 - US$ 1,20,000 per year

    Job Summary:We are seeking a detail-oriented, proactive, and client-focused Client Service Manager to oversee and manage relationships with healthcare clients, ensuring the efficient delivery of medical and dental billing services. This role requires deep knowledge of medical/dental billing processes, strong communication skills, and a customer-first mindset...

  • Client Servicing Manager

    6 hours ago

    Chennai, Tamil Nadu, India beBeeManager Full time ₹ 30,00,000 - ₹ 60,00,000

    About UsAt Dentsu India, we strive to be a force for good and growth. Our teams of optimists, entrepreneurs, and first-movers coalesce around client needs, unlocking unique possibilities for sustainable value and lasting change.We help clients win, keep, and grow their best customers and achieve meaningful progress for their businesses. Our partnership with...

  • Client Service Manager

    16 hours ago

    Chennai, Tamil Nadu, India Cedarr Technology Solutions Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Role & responsibilitiesRole Overview: -We are seeking a highly organized Project/Team Coordinator to join our team. As a key member of our organization, you will play a crucial role in coordinating and implementing projects across multiple departments.Company Profile: Arcadia Consulting Services Pvt Ltd was incorporated in 2007 and is one of the premier...

  • Payroll Manager

    1 week ago

    Chennai, Tamil Nadu, India Renowned Client Full time

    Manager / Senior Manager Payroll - UK PayrollRole Overview :We're looking for a skilled and ambitious Person to join our growing outsourcing business. In this vital, hands-on role, you'll manage a portfolio of UK clients, handling end-to-end payroll processes and onboarding new clients. You'll also be responsible for leading and mentoring a team in India,...

  • Payroll Manager

    6 days ago

    Chennai, Tamil Nadu, India Renowned Client Full time

    Manager / Senior Manager Payroll - UK Payroll Role Overview : We're looking for a skilled and ambitious Person to join our growing outsourcing business. In this vital, hands-on role, you'll manage a portfolio of UK clients, handling end-to-end payroll processes and onboarding new clients. You'll also be responsible for leading and mentoring a team in...