43 Client Operations Jobs - Page 2

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. Performanc...

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 iden...

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...

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: - Man...

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. Identi...

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 re...

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 emp...

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, an...

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, finalizat...

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...

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: Understa...

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.

Role Proficiency: Resolve enterprise trouble tickets within agreed SLA and raise problem tickets for permanent resolution and/or provide mentorship (Hierarchical or Lateral) to junior associates Outcomes: 1) Update SOP with updated troubleshooting instructions and process changes2) Mentor new team members in understanding customer infrastructure and processes3) Perform analysis for driving incident reduction4) Escalate high priority incidents to customer and organization stakeholders for quicker resolution5) Contribute to planning and successful migration of platforms 6) Resolve enterprise trouble tickets within agreed SLA and raise problem tickets for permanent resolution7) Provide inputs f...

Role Proficiency: Resolve enterprise trouble tickets within agreed SLA and raise problem tickets for permanent resolution and/or provide mentorship (Hierarchical or Lateral) to junior associates Outcomes: 1) Update SOP with updated troubleshooting instructions and process changes2) Mentor new team members in understanding customer infrastructure and processes3) Perform analysis for driving incident reduction4) Escalate high priority incidents to customer and organization stakeholders for quicker resolution5) Contribute to planning and successful migration of platforms 6) Resolve enterprise trouble tickets within agreed SLA and raise problem tickets for permanent resolution7) Provide inputs f...

The Impact: Being the nerve center, you will be the face of the organization for our clients. Your regular day would require you to answer client queries and being an advocate while showcasing your vast knowledge of our tools, data and the industries we cover. The top financial institutions in the world will ask you to figure out things they are unable to understand on their own. What's in it for you?: Improve social skills while interacting with C-level industry leaders Develop comprehensive industry knowledge Assist market leaders and decision-makers across the Financial Services industry Be part of a company that is a results-focused meritocracy. We set high standards and value accountabi...