28 Client Operations Jobs

Role Overview: Join JPMorgan Chase's Wealth Management team as a Client Operations Lead where you will drive compliance and service excellence in a dynamic environment. You will partner with global teams to enhance client operations through innovation and strategic initiatives, contributing to transforming client experiences in financial markets. Be part of a team that values leadership, collaboration, and continuous improvement. Key Responsibilities: - Partner with Middle and Front office teams for client onboarding and account maintenance. - Drive results through leadership, communication, and influence. - Function effectively in a high-volume, deadline-oriented environment. - Manage KPIs to ensure quality and timeliness. - Serve as an escalation point for Client Operations issues. - Promote process improvement and share best practices. - Support consistent hiring and performance management. - Manage risk, identify issues, and escalate as needed. - Assess process and system improvements, providing solutions. - Create an effective control environment within the team and build partnerships with onshore leads through communication and governance. Qualifications Required: - 12+ years of experience in Financial Services or Operations. - Proven leadership in strategic change management and process re-engineering. - Experience managing across multiple locations. - Strong relationship-building and influencing skills. - Industry experience with understanding of standards and networking. - Consultative approach, anticipating business partner needs. - Critical thinking and proactive best practices. - Motivated with advanced strategy and problem-solving skills. - Commercial background with the ability to transform operations. - Knowledge of automation tools and AI/ML understanding. (Note: Preferred Qualifications, Capabilities, and Skills section is omitted as per the provided job description),

Role Summary/ Job Brief EZ is a suite of Business Support Services that has disrupted the traditional marketplace through innovation and use of advanced technology to modernize the age-old workflows and processes. We are looking at hiring an Operation Associate (Hybrid mode) with the primary responsibility of handling the multistage delivery process. If this excites you, we would like to meet you to discuss further. Check out the responsibilities mentioned below. 1. Communicate with clients to understand their requirements and set delivery expectations (mostly over email, sometimes calls) 2. Manage the multistage delivery process by working with our network of 1000+ service experts across the globe, and in-house subject matter experts 3. Assure quality of English language deliverables (sometimes including proofreading) 4. Enhance documents (in MS Word and PowerPoint) Job Requirements : 1. 0-2 year of experience 2. Excellent communication skills 3. Proficient in MS-Office 4. Preferred location Gurgaon 5. Should be able to work in rotational shifts Note: Hybrid with 3 days in office ( rotational shift , Morning Shift: 7:30 am -4:30 pm, afternoon shift: 1:30 pm to 10:30 pm and night shift: 10 pm to 8 am which is WFH) Location EZ Lab Private Limited, Sector 62, Gurugram, Haryana About Company EZ provides a suite of Business Support Services that has disrupted the traditional agency model through innovation and use of advanced technology to modernize the age-old workflows and processes. EZ has innovated a delivery process that cuts the turn-around time for consistently high-quality output by half, as compared to other players in the market. With round the clock availability of support throughout the year, we're faster than the fastest as all client requests are addressed within minutes, along with an added promise of impeccable information security and data protection. On top of that, our expansive network of thousands of subject matter experts spread across the globe provides local context that results in consistently high-quality output in alignment with our clients' requirements, leading to a 99% positive feedback from large, medium, and small-sized enterprises alike. Through this consistently high-quality service, we have earned the trust of big 4s, ministries, and top organizations globally that rely on us for a hassle-free experience in a variety of services, ranging from graphic design, market research, data processing, translation, audio-visual production, or presentation design.

Executive Assistant (Wealth Operations) - Client Relationships We're looking for a sharp, detail-oriented Executive Assistant to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients. What you'll do: Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism. Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant. Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients. Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives. What we need: Education: A degree in Finance, Commerce, Management, or Economics is preferred. Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Certifications: NISM VA and AMFI certifications are a big advantage. Technical Skills: Familiarity with the Zoho suite is preferred. Who you are: Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work. Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment. Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service. A Clear Communicator: You have excellent verbal communication skills. This role is NOT for you if: You prefer a slow-paced, micro-managed environment. You are not comfortable with change or taking on new responsibilities. You're looking for a passive, "take it easy" role. What you'll get: A core role with a clear growth path within a fast-growing company. Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel. A great work environment that is informal, encouraging, and collaborative. Competitive compensation. Our Hiring Process: Online Application: You apply and answer a few quick questions. [5 min] Skills Assessment: An online test to evaluate your skills. [60 min] Recruiter Phone Interview: A quick chat with our recruiter. [30 min] Technical Interview: A discussion about your experience and skills. [30 min] Founder's Interview: A final interview to ensure a great fit. [30 min] Offer & Checks: We make an offer, and proceed with a reference and background check. Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office and candidate is required to join within a week.

Mutual Fund Operations - Client Relationships Associate We're looking for a sharp, detail-oriented individual to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients. What you'll do: Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism. Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant. Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients. Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives. What we need: Education: A degree in Finance, Commerce, Management, or Economics is preferred. Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Certifications: NISM VA and AMFI certifications are a big advantage. Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred. Who you are: Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work. Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment. Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service. A Clear Communicator: You have excellent verbal communication skills. This role is NOT for you if: You prefer a slow-paced, micro-managed environment. You are not comfortable with change or taking on new responsibilities. You're looking for a passive, "take it easy" role. What you'll get: A core role with a clear growth path within a fast-growing company. Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel. A great work environment that is informal, encouraging, and collaborative. Competitive compensation. Our Hiring Process: Online Application: You apply and answer a few quick questions. [5 min] Skills Assessment: An online test to evaluate your skills. [60 min] Recruiter Phone Interview: A quick chat with our recruiter. [30 min] Technical Interview: A discussion about your experience and skills. [30 min] Founder's Interview: A final interview to ensure a great fit. [30 min] Offer & Checks: We make an offer, and proceed with a reference and background check. Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office and candidate is required to join within a week.

Hiring for a Leading UK Bank Customer Support Roles Location: Bangalore Shift: UK Shift Joiners: Immediate Joiners Only Salary: Freshers: 4 LPA – 4.5 LPA Experienced: Up to 6 LPA (Graduates/UG with minimum 6 months of International Voice Experience) Eligibility: Graduates or Undergraduates with excellent communication skills Strong logical thinking and analytical skills Freshers & Experienced candidates can apply Immediate joiners preferred Roles & Responsibilities: Assist customers holding bank accounts with queries related to accounts, KYC, benefits, and policies Provide accurate and timely resolutions ensuring customer satisfaction Adhere to AHT (Average Handling Time) and SLA (Service Level Agreement) targets Ensure compliance with banking standards and maintain service quality Call & Book Your Interview Slots: 97426 30123 | 78293 36034 | 8884777961 /9380300644

Overview: The Team Lead oversees the staff working day-to-day client operations, optimizes team performance, and ensures smooth communication between staff, clients, and leadership, including seamless new-clinic launches. The clients overseen by this role are receiving services that are English-speaking phone tasks related to US health care, such as answering clinic phone calls, registering new patients, scheduling patients, completing referrals and authorizations, etc. Core Responsibilities: Team Oversight & Attendance Assist in interviewing and hiring candidates for the team Serve as a training and escalation point for staff Monitor team attendance Maintain accurate team rosters Plan coverage for absences to ensure a stable team presence Client Clinic Execution & Client Management Oversee daily operations for assigned clients Lead new client onboarding Manage and resolve client-specific escalations Create client-specific Standard Operating Procedures (SOPs) to ensure day-one readiness. Performance Management & Coaching Monitor productivity (QA scores, timeliness) Conduct 1:1 feedback sessions Monitor and document performance-related concerns and disciplinary actions Quality Alignment & Trend Correction Review QA results and address issues with staff Identify and retrain on recurring errors Close QA-driven coaching plans Initiate training-needs assessments Key Results to Track Clinic issue resolution time (target: 7 working days) SOP delivery timeliness (target: 2 days before go-live) Percentage of QA-related gaps assessed and flagged within the calendar month (target: 100%) Number of unresolved attendance incidents per month (target: 2) PIP initiation time from identification of concern (target: 5 working days) Percentage of flagged staff coached within seven working days (target: 91%100%) Number of recurring QA errors per clinic without resolution within the month (target: 12) Qualifications Minimum 2 years of leadership experience in operations, project management, or team management Background in US Healthcare and HIPAA certification required Strong background in performance management and coaching Familiarity with SOP creation, QA review, and escalation handling Excellent communication and team coordination skills Able to work closely with both staff and clients to ensure smooth clinic operations

As an Analyst/Associate in Client Onboarding based in Mumbai, Maharashtra, you will be an integral part of the Client Operations team. Your main responsibility will be to facilitate the onboarding process for new clients efficiently and effectively. Key Responsibilities: - Collecting and verifying client information and documentation required for onboarding. - Liaising with internal teams such as compliance, legal, and account management to ensure a smooth onboarding process. - Conducting thorough due diligence on clients as per regulatory requirements. - Communicating with clients to gather additional information or clarify details as needed. - Working closely with the client to understand their needs and preferences during the onboarding process. Qualifications: - Bachelor's degree in Finance, Business Administration, or related field. - Prior experience in client onboarding, KYC, or AML procedures is preferred. - Strong attention to detail and organizational skills. - Excellent communication and interpersonal abilities. - Ability to work efficiently both independently and as part of a team. Join our team and play a key role in ensuring a seamless experience for our clients from the very beginning of their journey with us. Apply now and be part of a dynamic and fast-paced environment where your skills and expertise will be valued.,

Key Responsibilities: Key Client Relationship Management: Build and maintain strong, long-term relationships with clients, ensuring high levels of satisfaction and engagement. Issue Resolution: Act as the first point of contact for client concerns and work promptly to resolve issues to ensure client retention. Lead Management: Handle leads for Job Hai clients, ensure timely follow-ups, and coordinate with sales and service teams for smooth onboarding and ongoing support. Cross-functional Collaboration: Work closely with sales, operations, product, and support teams to deliver a seamless client experience. Problem Solving: Analyze client feedback and operational challenges to proactively identify and implement solutions. Performance Tracking: Monitor client usage, performance metrics, and engagement to ensure delivery of promised value.

As a Care Coordinator Nurse, your primary responsibility will be to ensure the smooth coordination and oversight of care services provided to clients. Reporting directly to the Team Lead Care Coordinator, you will be responsible for submitting daily reports and assisting in branch-level care coordination. You will also play a crucial role in managing caregivers, including leave planning, task completion, vitals updates, and caregiver engagement. In addition, you will be involved in conducting support visits, allocating training, and tracking caregiver performance to ensure the highest quality of care for clients. You will assist in care commencement, handovers, and grievance resolution, as well as communicating caregiver changes to clients and coordinating with schedulers. Compliance with documentation and care updates will be a key focus area for you. Your role will also involve verifying caregiver visits and task completion in the software, following up on missed or incomplete logs, and updating records as necessary. Maintaining compliance charts in MRD files will be part of your routine tasks. Furthermore, you will be responsible for arranging first aid supplies, medical check-ups, and transport coordination, as well as supporting cost approvals, incident reporting, and skill visits when required. This full-time, permanent role offers benefits such as health insurance and Provident Fund. The work schedule is during day shifts, with opportunities for performance bonuses and yearly bonuses based on your contributions. The required qualifications for this role include a BSc Nursing or GNM degree and possession of a valid driving license. Additionally, you must hold an Indian Nursing Counselling certificate and a valid driving licence. If you are looking for a rewarding opportunity to make a difference in the lives of clients and caregivers, this role as a Care Coordinator Nurse at our in-person work location could be the perfect fit for you.,

Role & responsibilities: Initiating closure of business partner based on the request received. Collating necessary details required for closure of business partner from Internal departments & sending the same to respective BM/RFM for approval. Intimation to concerned departments for closure. Ensuring shifting of clients from terminated BPs & timely deactivation of terminals and other key softwares Dispatching intimation letter to the clients with regards to change of their service outlet. Follow up on pending requirements for release of full & final payment. Deactivation of remisier code & release of full & final amount Maintaining regular MIS Managing documentation for Insurance product Preferred candidate profile Graduate in any stream with knowledge of capital markets. Min 1 year experience into similar role in broking industry Relevant candidates can share updated resume on lakshmi.veliath@sharekhan.com with subject line - Senior Executive - BPG Operations

Client Relationship Management: Build and maintain strong, long-term relationships with clients to ensure engagement and satisfaction. Issue Resolution: Act as the first point of contact for client concerns; resolve issues promptly to maintain trust and retention. Lead Management: Manage client leads effectively, ensure timely follow-ups, and coordinate with sales and service teams for smooth onboarding. Cross-functional Collaboration: Work closely with sales, operations, product, and support teams to deliver a seamless client experience. Problem Solving: Analyze client feedback and operational challenges to identify opportunities for improvement and implement effective solutions. Performance Tracking: Monitor client usage, performance metrics, and engagement levels to ensure delivery of promised value. Qualifications & Skills 1. Graduate in Business, Marketing, or related field. 2. Experience: 6 months-2 years in client servicing, operations, or delivery management. 3. Strong communication and interpersonal skills. 4. Proficiency in CRM tools and MS Office Suite. 5. Ability to thrive in a fast-paced environment and meet strict timelines. Compensation.

Key Responsibilities: Key Client Relationship Management: Build and maintain strong, long-term relationships with clients, ensuring high levels of satisfaction and engagement. Issue Resolution: Act as the first point of contact for client concerns and work promptly to resolve issues to ensure client retention. Lead Management: Handle leads for Job Hai clients, ensure timely follow-ups, and coordinate with sales and service teams for smooth onboarding and ongoing support. Cross-functional Collaboration: Work closely with sales, operations, product, and support teams to deliver a seamless client experience. Problem Solving: Analyze client feedback and operational challenges to proactively identify and implement solutions. Performance Tracking: Monitor client usage, performance metrics, and engagement to ensure delivery of promised value.

Dear Candidate, Urgent opening with leading NBFC. Designation : Service RM CTC : Upto 13 LPA Location : Ahmedabad Job Responsibilities : Conducting Client Services operations across Gujarat for HNI clients resulting into excellent client satisfaction. Responsible for overseeing the onboarding process for new clients, actively engaging with them to ensure a smooth and seamless onboarding experience. Coordinating and taking approvals from clients for market trade and coordinating with the dealer for the execution of the trade on as instructed or CMP for the client. Conducting thorough checks on bank balances and broking ledgers for clients, collecting necessary margins for trades, and ensuring proactive measures to prevent penalties by monitoring any shortfalls. Additionally, ensuring timely settlement of funds in the trading account to maintain financial integrity. Taking care of AIF, PMS, Mutual Fund Transactions, Equity market trades, commodity trades, LAS accounts Ensuring every Drawdown for the AIFs are paid on time by tracking the last drawdown date and sending reminder mail well in advance to the client and even calling and informing about the same, providing accurate bank accounts for funds transfer. Ensuring quarterly interest payments, disbursements and loan repayments for LAS accounts are done seamlessly within deadline. Handling POA as well as executionery clients payouts and ensuring no payout is delayed Working and Assisting client and their CA for the advance tax reports, resolving quires and ensuring tax is been paid on time Managing consult, Mandate Accounts and Family office accounts transactions for the clients and their close relatives who are residing overseas. Independently conducting trainings for the service managers regarding producers and completing the task within TAT Enforcing high discipline and norm adherence, synchronizing with superiors for cross teams and innovative suggestions to improve operational functioning Participated in projects centered around fostering a digital mindset and demonstrated tangible improvements in systems. Notably, the implementation of these initiatives resulted in increased efficiency among service managers, showcasing the positive impact of the digital mindset on overall operational effectiveness. Interested candidate can reevrt back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Roles and Responsibilities Manage backend operations, ensuring seamless delivery of services to clients. Provide exceptional client operations support, resolving issues promptly and efficiently. Utilize data management skills to maintain accurate records and reports for clients. Collaborate with cross-functional teams to drive process improvements and enhance overall operational efficiency. Ensure compliance with company policies, procedures, and regulatory requirements.

Job Title: Client Delivery Operations Company Name: Info Edge India Ltd Job Description: The Client Delivery Operations role at Info Edge India Ltd is focused on ensuring the seamless delivery of services to clients, managing client relationships, and optimizing operational processes. The primary responsibilities include coordinating with various internal teams to ensure client requirements are met, tracking project progress, handling client inquiries, and ensuring timely resolution of any issues. This position requires effective communication skills to liaise with clients and stakeholders, as well as analytical skills to assess and improve operational efficiency. Key Responsibilities: - Manage day-to-day client operations and ensure the delivery of services aligns with client expectations. - Serve as the main point of contact for clients, addressing their inquiries and concerns promptly. - Collaborate with internal teams to ensure alignment on client projects and deliverables. - Monitor project timelines and deliverables, ensuring all tasks are completed to a high standard and within deadlines. - Identify areas for operational improvement and implement necessary changes to enhance service delivery. - Prepare regular reports on client service performance and operational metrics. - Foster strong relationships with clients to promote customer satisfaction and retention. Skills Required: - Strong interpersonal and communication skills for client engagement. - Excellent organizational and time management abilities to handle multiple tasks simultaneously. - Analytical mindset to identify trends and patterns in service delivery. - Problem-solving skills to address client issues effectively. - Attention to detail to ensure high-quality service delivery. Tools Required: - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for report preparation and analysis. - Familiarity with project management tools such as Asana, Trello, or similar platforms. - Experience with customer relationship management (CRM) software to track client interactions. - Knowledge of data analysis tools or techniques is an advantage. - Ability to use communication platforms like Slack, Microsoft Teams, or email effectively for coordination. This role is ideal for individuals who are proactive, detail-oriented, and passionate about delivering excellent service to clients while contributing to the smooth operational flow of the organization. Roles and Responsibilities About the Role: This position involves overseeing the delivery of client services and ensuring operational excellence. You will be responsible for managing client relationships and ensuring satisfaction with the services provided. The role includes optimizing processes to improve efficiency and effectiveness in client delivery operations. About the Team: You will be part of a dedicated team focused on providing outstanding client service. The team is collaborative, fostering open communication and support among members. A strong emphasis is placed on continuous improvement and professional development to adapt to the dynamic needs of clients. You are Responsible for: Developing and implementing strategies to enhance service delivery. Managing client expectations and ensuring all deliverables meet quality standards. Coordinating cross-functional efforts to resolve client issues promptly. Monitoring performance metrics and reporting on service level agreements (SLAs). To succeed in this role – you should have the following: A strong background in client service or operations management. Excellent communication and interpersonal skills to build relationships with clients and team members. Analytical skills to assess operations and identify areas for improvement. Proficiency in project management principles and tools to effectively oversee client projects.

Role & responsibilities As a client onboarding Analyst, you will be responsible for managing the onboarding of new institutional or corporate clients and fund managers. You will coordinate with compliance, operations and business teams to ensure all regulatory and operational requirements are met for account set up, Regulatory compliance and client activation across banking products and services. Serve as the primary point of contact for clients during the onboarding process. Coordinate internal teams (Compliance, Legal, Risk, Product, Technology) to gather necessary approvals and documentation. Ensure timely collection and validation of documents in line with regulatory requirements. Identify and resolve onboarding queries or escalations promptly. Collaborate with relationship managers/sales and business stakeholders to ensure alignment with client needs. Maintain regular communication with clients to provide updates and manage expectations. Maintain accurate records of onboarding activities and ensure proper documentation for audits. Continuously look for ways to improve the onboarding process to enhance client satisfaction and operational efficiency. Excellent communication and email writing skills Capital market background preferred Stakeholder management Preferred candidate profile - Investment banks background Only rupali.padme@kiya.ai

As a Client Operations Coordinator within the Client Operations Group, your main responsibility will be the day-to-day execution of client tasks. Leveraging your operational skills and knowledge, you will work towards meeting the business objectives and requirements of clients and project initiatives. In this role, it is crucial to embody a strong entrepreneurial spirit, foster a highly collaborative environment, communicate ideas effectively, adapt to changes seamlessly, and identify and capitalize on opportunities. You will provide support to the COG Operations Specialist and/or Manager during interactions with the Managed Services leadership team, ensuring accurate and timely dashboard reporting for your clients. Your role will involve executing and completing daily tasks in alignment with client objectives, updating project documentation regularly, and collaborating with COG specialists and managers to uphold project structures, goals, and resource requirements. Furthermore, you will play a key role in new client and Full-Time Employee onboarding procedures, maintaining reporting tools and documents according to client and Managed Services leadership specifications, and participating in forecasting, invoicing, and revenue estimation for Managed Services engagements. Your contribution to COG business development and growth initiatives is essential, including identifying new opportunities to enhance operational support across client engagements based on a deep understanding of clients" AML programs and operations. Additionally, your involvement in internal strategic initiatives across the COG will focus on standardizing project management and operating tasks. Qualifications for this role include a Bachelor's Degree, proficiency in project management to ensure effective management of scope, budget, and timelines for both internal and external projects, and the ability to identify and resolve potential risks and issues promptly while aligning with business objectives and requirements. Strong technical knowledge in software tools such as MS Excel, MS Word, MS PowerPoint, Domo, Tableau, and MS BI is highly preferred. Preferred qualifications for the Client Operations Coordinator position include subject matter expertise in fraud and/or sanctions, as well as an understanding or knowledge of AML regulations. Your success in this role will be amplified by your entrepreneurial spirit, collaborative nature, ability to articulate ideas clearly, agility in managing change, and aptitude for identifying and leveraging opportunities.,

Role & responsibilities Review the performance of all the key Pan India accounts and address the possible areas of improvement to enhance stakeholder satisfaction. Be a team player and leader by periodically reviewing the team's performance, setting goals and targets, and encouraging upskilling for efficient client management. Prepare interim performance reports for these accounts for both the internal and external stakeholders. Organize employee engagement sessions and upskilling for team members through training, coaching and any relevant mentoring sessions. Handle escalations and associated documentation if any. Managing the key stakeholders of the assigned accounts and ensuring their employees have a seamless claims experience by making sure the services provided are per the agreed SLA Essential Qualification: Any graduate degree from a recognized Indian University Recommended Experience: Having 5+ years of experience working with TPAs and Brokers in General Insurance, Life Insurance, or Health Insurance Experienced in managing large accounts and a team members in either a TPA/Broker/Insurance/hospital Excels in market analytics while thriving in a customer-oriented role Comfortable working in an environment that fosters inter-departmental coordination and contribution Interested candidate can share their resume to varsha.kumari@mediassist.in

As an Analyst/Associate in Client Onboarding within the Client Operations team of US Wealth Advisory, located in Mumbai, Maharashtra, your primary responsibility will be to facilitate the seamless onboarding of new clients. This role plays a crucial part in ensuring that clients receive a positive and efficient experience when joining our wealth management services. Key responsibilities include conducting thorough client due diligence, complying with all regulatory requirements, and working closely with internal stakeholders to gather necessary documentation. Additionally, you will be responsible for coordinating with various teams to set up client accounts, manage the transfer of assets, and ensure all onboarding procedures are carried out accurately and in a timely manner. The ideal candidate for this role should possess a strong attention to detail, excellent communication skills, and the ability to multitask effectively. A background in finance, banking, or related fields is preferred, along with a solid understanding of wealth management practices and regulatory guidelines. If you are looking to join a dynamic team in the financial services industry and have a passion for delivering exceptional client service, we encourage you to apply for the Analyst/Associate position in Client Onboarding with US Wealth Advisory.,

We are seeking a proactive and detail-oriented Client Operations Specialist to act as a bridge between our parent organization and client companies. This role ensures seamless onboarding-to-exit lifecycle management for consultants deployed at client sites, while strictly adhering to defined processes, governance, and compliance protocols. Role & responsibilities Act as the single point of contact between the parent company and the client for all operational and administrative requirements. Initiate and manage onboarding activities such as raising tickets for new joiners, securing approvals for email creation, and coordinating IT asset allotments. Ensure timely drafting, reviewing, finalization, and approval of Statements of Work (SOWs) in alignment with internal and client protocols. Track and manage Purchase Order (PO) approvals and consultant timesheets for billing and compliance. Handle ad hoc requirements from both client and parent company, ensuring responsiveness and closure. Collaborate with multiple departments (HR, IT, Finance, Delivery, Procurement) to ensure all checkpoints are met across the consultant lifecycle. Drive and maintain process documentation, process mapping, SOPs , and workflows. Promote and ensure strict adherence to governance protocols, audit requirements , and internal controls. Create periodic status reports and dashboards related to onboarding, asset status, PO, timesheet tracking, etc. Preferred candidate profile Bachelor's degree in Business administration, HR, or related field Immediate Joiners are preferred 35 years of experience in client-facing operations , preferably in an IT/Staffing/Consulting environment Prior experience working with vendor-partner or managed service models is highly desirable

Hello Candidates , Greetings from Teamware Solutions !!! Position : Equity Client Operations Associate Experience : 2 to 5 Years Location : Mumbai (Hybrid 3 WFO / 2 WFH) (Apply if you are from western line) Shift : 6 AM3 PM or 8 AM5 PM Notice Period: Immediate to 30 days Key Responsibilities : Trade Confirmations & Allocations Exception Monitoring & Risk Resolution Pre-Matching & Settlements Client Queries & Relationship Management Static Data Maintenance Skills : Must-Have Equity Settlements, MS Office, Excellent Communication Good-to-Have Trade Booking, Pre-Matching, Risk Review Apply to: saikeertana.r@twsol.com

Flexing It is a freelance consulting marketplace that connects freelancers and independent consultants with organisations seeking independent talent, Flexing It has partnered with Our client, a leading global private equity investor committed to partnering with management teams, entrepreneurs, and founders to drive business transformation, is looking to engage an Interim Service Operations Lead for one of its portfolio companies?(a consumer goods business) Roles & Responsibilities - Ensure high customer satisfaction and positive NPS through end-to-end experience management and timely issue resolution, Improve service delivery timelines and operational efficiency through strategic initiatives, Drive AMC revenue growth and achieve financial targets, Lead a large team of 450 employees, 8000 technicians, and 650 business partners, Collaborate cross-functionally to ensure seamless service and customer support, Monitor KPIs and ensure compliance with policies, regulations, and quality standards, Skills Required Customer-Centric Mindset Deep commitment to understanding customer needs and delivering superior service experiences that drive satisfaction and loyalty, Operational Excellence Strong ability to streamline service processes, reduce delivery timelines, and improve overall efficiency and quality, People Leadership Proven experience in leading large, distributed teams with a focus on motivation, accountability, and performance management, Data-Driven Decision Making Proficient in leveraging KPIs, analytics, and performance metrics to identify gaps and drive continuous improvement, Strategic Execution Ability to align long-term goals with day-to-day operations, ensuring structured planning and timely results, Collaborative Influence Skilled in engaging stakeholders, building partnerships, and gaining alignment through communication and trust rather than authority, Change Management & Transformation Demonstrated success in leading change initiatives, especially in complex or evolving operational environments,

The role works cross-functionally with various team members to fulfill the functions of this role. The team members that the New Client BPO will work with on a regular basis include: (1) fellow New Client Operations Coordinators/Specialists on day-to-day data entry and data quality needs, (2) Direct and Interactive Marketing Coordinators as Marketing Campaigns are updated and process changes are made, (3) Advisors and New Client Sales Team members for New Client Operational requests, (4) New Client Operations Team Manager and Director of New Client Team for regular status meetings. Job Functions Efficient and accurate data entry and routing of prospective client tasks in Salesforce: Understand and use our CRM - Salesforce, Enter direct mail and marketing campaign reply forms into Salesforce and ensure proper, follow up action items are assigned to New Client Team Sales, Review automation audit reports to ensure processes are running smoothly and identify issues Assist with Salesforce data quality reporting and maintenance tasks. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Strong understanding and use of Salesforce, Microsoft Office; Excel, Outlook, and Teams Must be in good compliance/standing with all rules, regulations and policies Minimum of two (2) years of experience focusing on Marketing, IT or Customer Relationship Management Preferred technical and professional experience Examples of email coding work Knowledge of Marketing Compliance will be a plus point Strong communication and interpersonal skills

about the role This role involves handling Billing and Order Management. Dealing with clients, management, suppliers and employees. key responsibilities Execution of orders - starting from receiving Purchase Order to service deployment (Enabling the cloud platform for client), Invoicing/Billing in systems (Quick Books, Tally or any other ERP) Reporting - Various reports (Governance/Monthly/quarterly review reports) Deal with clients, sales team and employees preferred qualifications Billing and Order management experience of 2-3 years. Bcom/Mcom/MBA/Finance (Mcom/Finance - preferred)

Manage FM ops across multiple sites, Client coordination, Team & resource management, SLA compliance & audits, Budgeting & performance reviews. Excellent communication, FM knowledge, Multi-site ops experience, Client handling skills.