Client Service Manager
3 weeks ago
The role involves supporting Wealth Management client service teams, managers, and clients in a complex, fast-paced environment. The candidate will be responsible for providing leadership and supervision to the Client Service Specialist (CSS) staff, overseeing a team of CSS, and ensuring a seamless and integrated approach across Private Banking products.
Operating hours: 6:30 PM to 3:30 AM IST from Monday to Friday. However the CSM is expected to be flexible with their working hours based on the needs of the business.
Job Responsibilities:
Provide CSS with guidance and resources for delivering high quality, high touch service to US client service teams, managers and clients Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures Meet with internal partners regularly to ensure service expectations are met. Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly Research, follow-up, and resolve escalated client issues and problems through effective interaction with key partners. Coordinate all recruiting efforts to maintain staffing level at the site. Responsible to understand/address key statistics for the site; responsible to have a plan and drive improvements to address challenges that are identified Provide leadership surrounding HR matters, talent development, and disciplinary action. Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process Participate in the continuing strategic development of the support operating model, and help validate proposed ideas/plans prior to implementation Lead through a matrix organization to influence positive outcomes in areas such as onboarding, training, technology, and quality assurance Lead/participate in special projects within Client Service and represent Client Service in broader initiatives within Private Banking.Required qualification, skills and capabilities:
Bachelor’s or Master’s degree preferred with 15+ years of relevant Private Bank Client Service experience / Core Operations experience preferably with a large financial institution. Experience in Global Payments/Money Movement process /Cash ops SME’s will be preferred. Data literacy. Ability to analyze data, make data based decisions/ business intelligence. Familiarity with SQL, Python, Alteryx desirable. Excellent judgment and decision-making skills. Strong leadership and management abilities; must be able to think strategically. Excellent communication, time management and interpersonal skills; must be able to diffuse conflicts diplomatically; highly professional and experienced in creating and presenting information to large audiences at various levels of the organization. Keen understanding of the financial and banking industries. Experience with a wide array of financial products. Ability to adapt to a rapidly changing business and technology environment; must be a change leader. Should drive transformation initiatives leading to ease of doing business & efficiencies. Disciplined approach to managing and acting upon key daily reports. Good project management skills & must be able to engage all participants and meet deadlines/deliverables.-
Client Service Executive
4 weeks ago
Mumbai, India Addus Services LLP-Client Full timeProvide hands on support with delivery of digital campaigns. - Build long term associations with global clients and ensure customer satisfaction. - Provide solutions by finding ways and means cutting across functions by understanding their business objectives. - Manage delivery through management of work flow, resource requirement and quality of output. - 1...
-
manager client servicing
2 weeks ago
Mumbai, Maharashtra, India timesjobs Full timeMANAGER CLIENT SERVICING Understand client requirements. Key Account Management, taking project brief & creating event objectives and deliverables for internal teams, New Client Acquisition. Coordinating with creative and operations team to on all the deliverables on the project.Graduate / Diploma in Event Management5 years
-
Client Services Manager
2 days ago
mumbai, India Savoir Communications Full timeWhat We Are Looking For:The ideal candidate for the Partnerships Manager (a.k.a. the Client Services Manager ) role possesses a unique blend of expertise in managing projects and the team effectively. This individual will be the driving force behind the seamless execution of projects, ensuring client satisfaction, fostering a positive workplace environment,...
-
Manager – Client Services
1 month ago
Mumbai, India Indusface Full timeCareers » Current Openings » Manager – Client Services Role: The Manager, Client Services will be responsible for managing Indusface’s Client Services Group / Security Testing Group, while working with Indusface’s management team to service its world class product – Indusface WAS and Apptrana, engaging with customers, and partnering with the...
-
Manager – Client Services
1 month ago
mumbai, India Indusface Full timeCareers » Current Openings » Manager – Client Services Role: The Manager, Client Services will be responsible for managing Indusface’s Client Services Group / Security Testing Group, while working with Indusface’s management team to service its world class product – Indusface WAS and Apptrana, engaging with customers, and partnering with...
-
Client Services Manager
2 days ago
mumbai, India Savoir Communications Full timeWhat We Are Looking For: The ideal candidate for the Partnerships Manager (a.k.a. the Client Services Manager) role possesses a unique blend of expertise in managing projects and the team effectively. This individual will be the driving force behind the seamless execution of projects, ensuring client satisfaction, fostering a positive workplace environment,...
-
Client Services Manager
2 days ago
Mumbai, India Savoir Communications Full timeWhat We Are Looking For:The ideal candidate for the Partnerships Manager (a.k.a. the Client Services Manager) role possesses a unique blend of expertise in managing projects and the team effectively. This individual will be the driving force behind the seamless execution of projects, ensuring client satisfaction, fostering a positive workplace environment,...
-
Client Servicing Manager
12 hours ago
mumbai, India #Nash Experience Full timeAbout us: Nash is communication strategy and experiential marketing agency. A live marketing agency based in Mumbai that organises and executes various experiential events for brands and businesses, such as festivals, concerts, ceremonies, etc. We excel in brand building, ad production, and event management.As a Client Servicing Manager at Nash...
-
Client Servicing
2 days ago
Mumbai, Maharashtra, India timesjobs Full timeJOB DETAILSWork with clients in support of new business opportunities, client service, and sales programs.Establish goals, analyze growth, and provide accurate progress reports, forecasts, and budgets.Ensure company-wide consistency in client service and sales procedures.Client Servicing Manager is responsible to support Corporate Sales Team or Business...
-
Client Services Manager
1 month ago
Mumbai, India Gallagher Full timeOverview The Client Services Manager (“CSM”)’ is primarily responsible for undertaking all aspects of insurance management for a varied portfolio of licensed insurance companies to maintain and improve client relationships, and the Company’s performance. This role ensures client accounting records are maintained, financial statements and other...
-
Client Services Manager
1 month ago
mumbai, India Gallagher Full timeOverview The Client Services Manager (“CSM”)’ is primarily responsible for undertaking all aspects of insurance management for a varied portfolio of licensed insurance companies to maintain and improve client relationships, and the Company’s performance. This role ensures client accounting records are maintained, financial statements and other...
-
Client Services Manager
12 hours ago
mumbai, India Savoir Communications Full timeWhat We Are Looking For:The ideal candidate for the Partnerships Manager (a.k.a. theClient Services Manager ) role possesses a unique blend of expertise in managing projects and the team effectively. This individual will be the driving force behind the seamless execution of projects, ensuring client satisfaction, fostering a positive workplace environment,...
-
Client Servicing Manager
1 day ago
mumbai, India #Nash Experience Full timeAbout us: Nash is communication strategy and experiential marketing agency.A live marketing agency based in Mumbai that organises and executes various experiential events for brands and businesses, such as festivals, concerts, ceremonies, etc. We excel in brand building, ad production, and event management. As a Client Servicing Manager at Nash Experience,...
-
Client Servicing Manager
23 hours ago
Mumbai, India #Nash Experience Full timeAbout us: Nash is communication strategy and experiential marketing agency.A live marketing agency based in Mumbai that organises and executes various experiential events for brands and businesses, such as festivals, concerts, ceremonies, etc. We excel in brand building, ad production, and event management.As a Client Servicing Manager at Nash Experience,...
-
Client Servicing Manager
1 week ago
Mumbai, India R2R Consultants LLP Full timeHi,Greetings from R2R ConsultancyPalak here we have an opening fo r Manager Client servicing . Kindly go through the company profile and job description mentioned below and for further processing get in touch with us for a personal round of interview.LocationPosition: Manager– Client ServicingJob Description:• Interpret, Ideate and Prepare event...
-
Client Service Executive
4 weeks ago
Mumbai, India Client of Peopleplease Consluting Full time**Job**: Client interactions regarding project execution, payment collections, etc. **Skills**: Excellent spoken and written skills. MS Office **Salary**: ₹12,000.00 - ₹19,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work...
-
Client Servicing
1 month ago
Mumbai, India Vistaar Digital Communications Pvt Ltd Full time**Work location will be in Borivali, Mumbai office.** We are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries. Your duties will also include obtaining post-sales client feedback. **Client Services...
-
Client Servicing
1 month ago
Mumbai, India Equal2 Full time**Client Servicing**: **Years of Experience**:2 - 4 Years **Location - Andheri West** **Responsibilities**: - Cultivating solid relationships with clients through the provision of exceptional after sales service. - Creating a positive onboarding experience for new clients. face-to-face meetings. - Identifying ways to overcome clients’ dislike of any...
-
Senior Client Services Manager
2 weeks ago
Mumbai, India Sirf (Just) Coffee Full timeCompany DescriptionSirf (Just) Coffee is a global dating service (members in over 20 countries) with offices in Mumbai and London. We offer a refreshing and personalized approach to meeting your better half, focusing on quality over quantity. Our process involves getting to know members on a personal level, arranging dates over coffee or drinks, and...
-
Senior Client Services Manager
1 week ago
Mumbai, India Sirf (Just) Coffee Full timeCompany DescriptionSirf (Just) Coffee is a global dating service (members in over 20 countries) with offices in Mumbai and London. We offer a refreshing and personalized approach to meeting your better half, focusing on quality over quantity. Our process involves getting to know members on a personal level, arranging dates over coffee or drinks, and...