Operations & Client Servicing Associate

16 hours ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Location:

Mumbai, Andheri 

Department:

Global Wealth / Investments

About the Role

We are seeking a dynamic and versatile professional to join our team as an Operations & Client Servicing Associate. This role requires a strong foundation in global financial markets, excellent client engagement skills, and the ability to manage day-to-day business operations including accounting oversight. The ideal candidate will be detail-oriented, adaptable, and capable of ensuring smooth execution across multiple functions.

Key Responsibilities

Client Handling & Global Markets Support

  • Act as the first point of contact for clients, addressing queries and providing timely updates.

  • Assist in preparing client reports, investment summaries, and presentations.

  • Support advisors/fund managers with research, execution, and portfolio monitoring across global markets.

  • Coordinate with custodians, brokers, and other intermediaries on client transactions.

Operations Management

  • Oversee day-to-day business operations to ensure efficiency and compliance.

  • Manage documentation, onboarding, KYC, and reporting requirements.

  • Track and ensure timely execution of client instructions and investment orders.

  • Liaise with internal and external stakeholders to ensure smooth operational flow.

Accounting & Reporting

  • Maintain accurate financial records of business operations and client-related transactions.

  • Coordinate with the finance team/auditors for reconciliations, expense tracking, and regulatory reporting.

  • Prepare MIS reports, revenue dashboards, and operational performance reviews.

  • Ensure adherence to compliance and accounting standards applicable to global financial operations.

Qualifications & Skills

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

  • Strong understanding of global financial markets and investment products.

  • 2–4 years of experience in operations, client servicing, or accounting within wealth management, asset management, or financial services.

  • Working knowledge of accounting practices; familiarity with global investment platforms is an advantage.

  • Excellent communication and interpersonal skills with client-first orientation.

  • Strong organizational, multitasking, and problem-solving abilities.

  • Proficiency in MS Excel, PowerPoint (you will have to make ad hoc presentations in short notices), and financial reporting tools.

What We Offer

  • Opportunity to work closely with senior leadership in a fast-growing global wealth platform.

  • Exposure to global markets and international client base.

  • A collaborative and entrepreneurial work environment.

  • Growth prospects aligned with performance and business expansion.

  • Client Services Associate

    4 days ago

    Navi Mumbai, Maharashtra, India SecureSearch Screening Services Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Company DescriptionFounded in 2008, SecureSearch has been a trusted partner in managing screening programs for over a decade. Guided by a team of industry experts, the company is regarded as a leading authority in background screening practices in India. SecureSearch runs successful background screening programs for a diverse range of businesses, from small...

  • Client Service Associate

    4 days ago

    Navi Mumbai, Maharashtra, India SecureSearch services pvt ltd Full time ₹ 1,68,000 - ₹ 2,04,000 per year

    Client Account Manager – AssociateLocation: Navi MumbaiAbout the RoleSecureSearch is looking for a proactive Client Account Manager (Associate) to own client relationships and ensure smooth delivery of background verification services. You'll be the key link between clients and internal teams, driving service excellence and client satisfaction.What You'll...

  • Client Service Associate

    6 days ago

    Mumbai, Maharashtra, India Guidepoint Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint's success.As an Associate on the Client Service...

  • Client Servicing Associate

    17 hours ago

    Mumbai, Maharashtra, India Kelp Full time US$ 40,000 - US$ 80,000 per year

    Role:Client Servicing Associate (0–2 years)Location:Andheri East, Mumbai (Work from Office)Company DescriptionKelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data—paid, public and proprietary—to support alternative investment from idea to investment through exit. The Kelp platform is an...

  • Client Service Associate

    17 hours ago

    Mumbai, Maharashtra, India Guidepoint Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    OVERVIEW:The Strategic Research team is the backbone of Guidepoints success. The team is responsible for efficiently delivering Guidepoints services to our clients in Japan. We work to understand each client's unique business questions and help them gain critical insights to stay informed and make better business decisions.As an Associate on the Strategic...

  • Client Services Manager

    3 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions? We're looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment. In this role, you'll:- Manage and strengthen relationships with existing clients, resolve queries, and keep their information...

  • Client Service Associate

    2 weeks ago

    Mumbai, Maharashtra, India JPMorgan Chase Full time

    As a Client Service Manager you ll be responsible for the operational management and control of the daily workflow within Custody Client Facing Team Responsibilities Manage the workflow through the life cycle of Trades Cash Corporate Action and Income products Operationally manage and control the daily workflow within the Asset Services team ...

  • Client Services Manager

    3 weeks ago

    Mumbai, Maharashtra, India Neo Wealth And Asset Management Full time

    Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions? We're looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment.In this role, you'll: Manage and strengthen relationships with existing clients, resolve queries, and keep their information...

  • Client Service Associate

    4 weeks ago

    Mumbai, Maharashtra, India JPMorgan Chase Full time

    Job Category Client Service Delivery You are a strategic thinker passionate about driving solutions You have found the right team As a Markets Transition Manager within our team you will work closely with Markets Sales clients and internal partners to onboard clients for trading Markets products You will be responsible for fielding and tracking...

  • Client Services Manager

    3 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions? We're looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment. In this role, you'll: Manage and strengthen relationships with existing clients, resolve queries, and keep their information...