521 Client Service Jobs - Page 18

Assistant Manager and Client service | Senior Executive B2B sales, Mumbai, Mumbai Job description IndiaMART InterMESH Limited is hiring for clients ervicing profile. Designation : Executive , Sr. Executive , Assistant Manager & Manager Qualification : Graduate/MBA +1 year of relevant experience. Educational Qualifications: Any graduation ,and MBA/PGDM in Marketing Job Responsibilities: Position holder will be an individual contributor Build and manage productive, professional relationships with clients Ensure clients are using and deriving benefit from IndiaMART Ensure products/services in clients e-catalog are accurately defined Maximize revenue by upselling other services and achieve fortn...

Planning, scheduling and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing dail...

Planning, scheduling and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing dail...

The successful PEFA - Associate candidate will join the Fund Services team and closely work with Clients and Client Service Managers based in the APAC/UK/US region to perform duties related to the administration of Private Equity Funds. You will review and sign off the NAV and Financials of the Private Equity and Hybrid Funds, including recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting. Your primary PEFA - Associate duties and responsibilities include: Review Capital Call and distribution workings, notices, and releases to respective investors Handle migration of Hybrid and PERE Funds from on...

Apex is looking for a Assistant Tax Manager to join its Tax Team. The successful candidate will be responsible for: Responsibility for a portfolio of business tax clients, including: Ownership of the business tax and corporate tax compliance including preparation of all relevant business tax returns. Ensuring client deadlines are met Ensuring HMRC deadlines are met, including filing deadlines and payment deadlines Providing ad-hoc tax advice under the supervision of the Tax Directors Liaison with other team members on accounting, payroll, cosec etc. to ensure adequate two-way flow of information Managing client expectations as to service delivery etc. Maintaining good client contact First po...

Key duties and responsibilities Individual/You should be able to review AML/KYC documents for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expert excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e W9, W8-BEN,...

The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flex...

Invoice Payments & Billings Manage Vendor Payments, coordinating the process with Facility Managers. Manage Client Billing, Invoice Reconciliation & consolidation for client & corporate purposes. General Ledger Management, Policies & Procedures & Audit Management of Month End process Accounts Receivables reconciliation Accounts Payable reconciliation Support in the implementation of short and long-term projects. Develop and implement the annual management plan; accomplish key performance indicators as identified by the Manager Client Reporting/Forecasting/Planning Annual Budget preparation, Monthly reconciliation of spend, Control variation of +/- 10% in Q1 and achieve +/- 2% by end Q4Invoic...

Your key responsibilities To ensure processes are performed as per defined Key Operating Processes. To escalates unusual activity (high or low volumes new client activity, slow systems, delayed approvals). Work with internal stake holders (Sales and Traders) and ensure the client trading profile is accurate. To enable and amend and off-board Client trading profiles. Ensure that all our clients can access front end trading systems promptly. Your skills and experience A thirst for new learning with flexibility to change and grow within the role. Willingness to be flexible in working in different shifts. Good communication and interpersonal skills. Willingness to take on responsibility and lear...

Your key responsibilities Provide support to clients on all day-to-day, service/ transactional / client Management related queries applying the highest standards primarily for Securities Services clients across regions. Support with account opening/maintenance/closure for various regions in EMEA. Ensure smooth Onboarding/Offboarding of clients. Prepare and review Newsflash communication to all clients. Participate in Service level agreement preparation and reviews with clients. Participate in Client Calls with sales Team. Escalation management with Network Teams of Client. Manage and participate in Due Diligence visits or calls across EMEA regions. Identification of the need for client visit...

Your key responsibilities Provide support to clients on all day-to-day, service/ transactional / client Management related queries applying the highest standards primarily for Securities Services clients across regions. Support with account opening/maintenance/closure for various regions in EMEA. Ensure smooth Onboarding/Offboarding of clients. Prepare and review Newsflash communication to all clients. Participate in Service level agreement preparation and reviews with clients. Participate in Client Calls with sales Team. Escalation management with Network Teams of Client. Manage and participate in Due Diligence visits or calls across EMEA regions. Identification of the need for client visit...

Qualification: Any Degree Experience: 10+ Years Location: Pune Shift: US/UK Shift Work Mode: Hybrid (3days Work From Office) Contact : 7969797112 NOTE: Candidates having experience in Client Engagement from Media or Creative agencies can apply Responsibilities Work with agency partners to solve complex problems. Help create strategic plans to support business growth. Provide solutions and guidance to clients and internal teams. Lead projects from start to finish, ensuring timely delivery. Communicate clearly with clients, teams, and stakeholders. Create and present reports, insights, and recommendations. Build and maintain strong client and stakeholder relationships. Coordinate with all part...

We are hiring For Top MNC - Designation : Sr. Process Associate Role : Voice Process Location : Bangalore Ctc Upto 4.5 Lpa SAPNA - 9783067123 Priyal - 9772840956 Apply to: conversectsbangalore@gmail.com Thanks, Team Converse

Key responsibilities: Primary point of contact to respond to clients request for information, service activities and problem resolution across a wide spectrum of TB products covering Cash Management, Loans, Deposits, FX, Accounts and the associated e-Banking channels and platforms. The CSR is responsible for full and satisfactory resolution of all client requests. To achieve this, he/she will need to: o Closely coordinate with internal stakeholders to obtain the relevant information in order to provide a comprehensive response to a clients service request in a timely, accurate and client friendly manner. o Further, investigate and identify the underlying root cause where appropriate. In addi...

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 1 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update s...

Conduct market research to identify potential prospects primarily in the US, UK and Europe geographies. Track and respond to RFPs/RFIs pertaining to the service offerings. Support lead generation through prospect profiling and segmentation. Plan and execute email marketing campaigns to promote services and nurture leads. Prepare customized sales proposals/collateral, pitch decks, case studies, and service presentations. Generate regular sales reports, forecasts, and pipeline analytics. Identify potential competitors/service providers and pricing models for various service offerings. Support the creation and management of social media content (LinkedIn, Twitter, etc.)Should have critical thin...

Responsible to prepare/ validate the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals...

In this role, you will: Manage a team to handle moderate complexity tasks and risk for various business lines Own the client onboarding process to mitigate risk thorough a due diligence process Oversee the implementation of procedures, controls, analytics and trend analysis to ensure comprehensive due diligence, research and background investigations Lead initiatives that cross multiple lines of business in scope with significant impact and risk Engage with clients directly or indirectly through relationship managers to support meeting policy and regulatory requirements with focus on client satisfaction Manage allocation of people and financial resources to ensure commitments are met and ali...

Job Title: Client Service Officer Corporate Title: Associate Role Description RTM-Client Service Officer acts as a single point of contact for managing all DB custody Clients for Security Services (SES) business. The scope of the role will to Settlements, Corporate Actions, Income, Reporting, Tax or Account administration across EMEA region Your key responsibilities Provide support to clients on all day-to-day, service/ transactional / client Management related queries applying the highest standards primarily for Securities Services clients across regions. Support with account opening/maintenance/closure for various regions in EMEA. Ensure smooth Onboarding/Offboarding of clients. Prepare an...

Your key responsibilities Provide support to clients on all day-to-day, service/ transactional / client Management related queries applying the highest standards primarily for Securities Services clients across regions. Support with account opening/maintenance/closure for various regions in EMEA. Ensure smooth Onboarding/Offboarding of clients. Prepare and review Newsflash communication to all clients. Participate in Service level agreement preparation and reviews with clients. Participate in Client Calls with sales Team. Escalation management with Network Teams of Client. Manage and participate in Due Diligence visits or calls across EMEA regions. Identification of the need for client visit...

The eCommerce Client Services (eCS) business offers global support for our clients to execute trades across various Electronic Trading Platforms. Asset classes supported include Foreign Exchange, Listed Derivatives, Fixed Income and Money Markets. Business hubs supported include London, New York, Frankfurt, Tokyo, Singapore and Sydney and is supported by dedicated operational teams across the globe. Your key responsibilities To ensure processes are performed as per defined Key Operating Processes. To escalates unusual activity (high or low volumes new client activity, slow systems, delayed approvals). Work with internal stake holders (Sales and Traders) and ensure the client trading profile ...

The eCommerce Client Services (eCS) business offers global support for our clients to execute trades across various Electronic Trading Platforms. Asset classes supported include Foreign Exchange, Listed Derivatives, Fixed Income and Money Markets.Business hubs supported include London, New York, Frankfurt, Tokyo, Singapore and Sydney and is supported by dedicated operational teams across the globe. Your key responsibilities To ensure processes are performed as per defined Key Operating Processes. To escalates unusual activity (high or low volumes new client activity, slow systems, delayed approvals). Work with internal stake holders (Sales and Traders) and ensure the client trading profile i...

Role Responsibilities: Handle client queries and complaints via voice support Navigate various computer systems for efficient issue resolution Escalate complex concerns to supervisors Attend training sessions to improve service quality Key Deliverables: Provide prompt and professional support Maintain high customer satisfaction levels Adhere to company service protocols Complete assigned tasks with accuracy and efficiency

Seeking an experienced Delivery Lead to oversee the overall service delivery management for our Oracle Managed Services project. The Delivery Lead will ensure adherence to Service Levels described in the agreement and collaborate closely with the client's Service Delivery management personnel. The role involves managing the compilation of metrics around open tickets, backlog, aging, etc., and driving metrics-driven continuous improvement and customer satisfaction. Responsibilities: Oversee overall service delivery management. Ensure adherence to Service Levels. Collaborate with client Service Delivery management personnel. Manage the compilation of metrics around open tickets, backlog, aging...

Skill required: Cross support - Workforce Management (WFM) Qualifications: Any Graduation What would you do Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsCross support -Help desk role - ticket resolution/Chat supportAn institutional process that maximizes performance levels and competency for an organization. The process includes all the activities needed to maintain a productive workforce, such as field service management, human resource management, performance and training management, data collection, recruiting, budgeting, forecasting, scheduling and analytics. What are we looking for Participate in the establishment and develo...