53 Client Operations Jobs - Page 2

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 ...

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 th...

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,...

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-orie...

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 Le...

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 cover...

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 ...

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...

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 w...

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 Pre...

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.