502 Client Service Jobs - Page 8

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,...

LAKSHMISHREE INVESTMENT & SECRUTIES LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring...

Responsibilities: 1. Client Relationship Management: Serve as a primary point of contact for clients regarding their portfolio management needs. Build strong relationships with clients through proactive communication and personalized service. Address client inquiries, concerns, and requests promptly and effectively. 2. Portfolio Oversight and Reporting: Assist in the management and oversight of client portfolios, working alongside portfolio managers. Monitor portfolio performance and provide regular updates to clients. Prepare customized reports and presentations for client meetings. 3. Operational Support: Coordinate with internal teams to ensure timely execution of client requests and tran...

As a quick-thinking self-starter with a passion for the financial markets, you will have the opportunity to work closely with high net worth individuals in a dynamic environment. Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with a deep understanding of the markets who can thrive in a fast-paced setting where attention to detail, strong communication skills, and exceptional client service are crucial to the success of our business. Within the Wealth Management division of Goldm...

Interactive Brokers Group, Inc. is a global financial services company with a strong presence in over 15 countries. With a reputation for financial innovation and cutting-edge technology, we offer electronic brokerage services in various financial instruments to clients worldwide. Recognized as the #1 online broker by Barron's for six consecutive years, we are committed to simplifying and enhancing financial opportunities through state-of-the-art technology. As part of our team, you will be responsible for resolving client inquiries related to asset and cash transfers through various communication channels such as calls, chats, and emails. Working closely with our back office, you will manag...

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax, and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business. Withum's brand is a reflection of our people, our culture, and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly...

The ideal candidate for this position will have the opportunity to work at Morgan Stanley, a prestigious company known for its commitment to excellence and exceptional service over the past 89 years. At Morgan Stanley, we prioritize putting clients first, acting with integrity, generating innovative ideas, embracing diversity, and giving back to the community. These values are at the core of our decision-making processes, ensuring that we always prioritize the well-being of our clients, employees, and the communities we serve. As a part of the Morgan Stanley team, you will have the chance to collaborate with some of the brightest minds in the industry. Our work environment is supportive and ...

Are you a quick-thinking self-starter with a passion for the financial markets and a desire to work closely with high net worth individuals Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with an understanding of the markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Across Wealth Management, Goldman Sachs empowers clients and customers worldwide to ...

You will be joining Nitro Commerce as a Key Account Manager - Lead in AdTech/ MarTech based in Gurugram. Your primary responsibility will be managing key accounts, developing strategic business plans, providing exceptional customer service, and utilizing your analytical skills for effective account management. Your key responsibilities will include: - Building and nurturing strong relationships with key stakeholders in client organizations - Managing client servicing for the affiliate marketing vertical, handling a portfolio of high-profile e-commerce brands across D2C sectors - Developing and executing strategic account plans customized for each key client, focusing on goals, opportunities,...

Are you enthusiastic about helping businesses navigate the complexities of immigration Our office in Bangalore is looking for a dedicated Business Immigration Analyst to join our team. In this role, you will support the management of corporate clients by assisting with their Visa/Immigration requirements. You'll coordinate the Visa/Immigration application process, deliver exceptional customer service, and maintain strong client relationships. If you're organized, eager to learn, and a great communicator, we'd love to hear from you. Who Can Apply: - Bachelors or masters degree with 6 months to 3 years of experience. - Strong communication and interpersonal skills. - Excellent organizational s...

At PwC, our workforce consulting team focuses on providing consulting services related to human resources, talent management, and organizational development. We analyze client needs and develop people and organization strategies to help clients optimize their workforce, enhance employee engagement, and drive organizational effectiveness. As a member of the workforce strategy team at PwC, you will specialize in providing strategic consulting services to assist organizations in optimizing their workforce and talent management strategies. Your role will involve working closely with clients to analyze workforce trends, develop workforce planning strategies, and design talent acquisition, develop...

You will be responsible for acquiring, developing, and maintaining new business in the Metals & Minerals sector and managing all operational and financial duties of the M&M business in the Eastern Region. Your key responsibilities include securing new revenue within Cotecna India's existing client portfolio, as well as seeking out new clients. You will focus on hunting new business opportunities and ensuring an excellent client service experience at all times. Collaboration with the local/regional team is essential to ensure smooth coordination in executing business activities. Your role involves creating and implementing a structured plan to achieve set targets, developing sales strategies ...

As a Capital Markets Operations Sr Analyst at Accenture, you will be part of the Global Client Account Services (GCAS) team, responsible for overseeing, producing, and ensuring the quality and timeliness of all scheduled client reporting and pitchbooks across multiple product and business lines. Your role will involve providing client-related data and reports as requested by clients, consultants, and other third parties, utilizing in-depth knowledge of client requirements and IT systems to compile inputs for the production of client reports accurately and in a timely manner. You will be accountable for leading, supporting, and developing Supervisors and production teams in GCAS, ensuring the...

As a member of PricewaterhouseCoopers Service Delivery Centre (Kolkata) Private Limited, you will be part of a joint venture leveraging the scale and capabilities of the PricewaterhouseCoopers Network. Our firm is a member of PricewaterhouseCoopers International Limited, with its registered office in Kolkata, India. Joining our team will offer you the opportunity to work in a dynamic environment where you can develop process and quality-based skills. We are seeking a self-motivated individual to contribute significantly to providing PwC's Advisory services to our clients. Your primary responsibilities will include: Delivery: Collaborating with a team to deliver various SOX engagements for mu...

This role is for one of Weekday's clients. The salary range for this position is between Rs 25,00,000 and Rs 35,00,000 per annum. The minimum experience required for this role is 10 years. The job is a full-time position based in Mumbai, Delhi, or Bengaluru. We are looking for highly experienced Senior Professionals with a proven track record in managing and acquiring high-net-worth individuals (UHNI) and corporate relationships. This role is crucial in our rapidly expanding platform and requires expertise in relationship management, strategic advisory, and a solid understanding of financial products and solutions. Your primary responsibilities will include building and strengthening relatio...

As a leading IT staffing agency dedicated to providing exceptional talent solutions, our mission is to match top-tier IT professionals with organizations seeking to optimize their technological capabilities. To further expand our reach and enhance our service offerings, we are looking for a dynamic Client Services Specialist to join our team. In this role, you will be instrumental in driving business growth by acquiring new clients, nurturing existing relationships, and strategically expanding our market presence. Your responsibilities will involve identifying key personnel within multinational corporations, fostering strong relationships, expanding our client network, and exploring new mark...

We are looking for a talented individual to join our Insurance Broking team at our company in Pune. This hybrid role requires working at least three days a week in the office. As part of the team, you will assist the onshore broking team in various aspects of client service, administration, technical support, and business development throughout the insurance life cycle. Your responsibilities will include assisting in the development, implementation, and management of risk management and insurance programs to address client needs. You will also help maintain relationships with key client decision makers, understand client businesses and insurance needs, and implement renewal and broking strat...

The Senior Technical Services Manager position at JLL Work Dynamics in Gurgaon, India is an exciting opportunity for an experienced professional to lead technical services operations and team members across Hyderabad sites. In this role, you will be responsible for delivering superior technical services, overseeing all building systems to ensure efficient, safe, and cost-effective operations. Your key responsibilities will include managing critical operations and programs onsite with the client, ensuring the highest standards and best practices are consistently implemented. You will lead, monitor, and mentor team members to effectively control technical services activities. Additionally, you...

As an Experience Management Associate at EY, you will have the opportunity to be part of a high-performing team of workforce management professionals dedicated to providing exceptional client service and helping employees achieve differential experiences aligned with their career aspirations. EY Global Delivery Services (EY GDS) offers a dynamic and global environment with over 50,000 professionals working collaboratively to deliver innovative business solutions globally. In this role, you will play a crucial part in managing staffing demands, optimizing employee utilization, and ensuring efficient workforce deployment. Your responsibilities include calculating staff requirements, creating s...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. This is an exciting opportunity to join a fast-growing team within EY. Based in the GCO Enablement team in GDS India, the role will be part of the Data Privacy team and shall support the EY teams from a privacy perspective. This role involves understanding and advising on data privacy-related principles, state and federal privacy laws and re...

A career in Cybersecurity, Privacy and Forensics at PwC offers you the opportunity to address critical business and data protection challenges faced by clients. You will be an integral part of a dynamic team that is instrumental in driving strategic initiatives, data analytics, innovation, deals, cyber resilience, response, and technical implementations. Collaborating with top professionals in the field both at PwC and across the globe, you will contribute to the Third Party Risk Management (TPRM) team. This team is dedicated to assisting clients in evaluating, designing, implementing, and maintaining effective third-party risk programs throughout the contract lifecycle. Your role will invol...

A career in Cybersecurity, Privacy and Forensics at PwC will provide you with the opportunity to solve our clients" most critical business and data protection challenges. You will be part of a dynamic team driving strategic programs, data analytics, innovation, deals, cyber resiliency, response, and technical implementation activities. Working alongside top professionals in the field, both at PwC and within our client network, you will have access to a global community of industry experts. The Third Party Risk Management (TPRM) team focuses on assisting clients in assessing, designing, implementing, and maintaining effective third-party risk programs. This includes evaluating necessary contr...

At Morgan Stanley, you can expect a commitment to maintaining first-class service and high standards of excellence that have been the foundation of the company for over 89 years. The core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back aren't just beliefs but principles that guide daily decision-making processes to prioritize the best interests of clients, communities, and the more than 80,000 employees spread across 1,200 offices in 42 countries. Working at Morgan Stanley presents an opportunity to collaborate with the best and brightest minds in a supportive and empowering environment. The teams ...

The Digital Risk Services SOC Reporting & HITRUST Consultant at Elliott Davis is responsible for executing controls-related engagements, including SOC attestation engagements and HITRUST assessments. This role entails testing and reviewing client-prepared documentation for SOC 1, SOC 2, and HITRUST assessments, as well as evaluating business processes and IT general controls. Effective communication with clients, collaboration with team members, and contributing to practice development activities are key aspects of this role. Responsibilities include prioritizing engagement tasks, conducting tests, and communicating progress to clients and the team. Proactively interacting with clients, iden...

You will be playing a crucial role as a Client Relations Executive, responsible for managing and supporting our clients based in Europe and the US. Your exceptional English communication skills, proactive approach, and dedication to delivering outstanding client service will be key to your success in this position. Your primary responsibilities will include serving as the primary point of contact for our international clients, ensuring timely and professional communication, understanding client needs, and collaborating effectively with internal teams. Building and nurturing strong relationships with clients through various communication channels, maintaining detailed client records, and prep...