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Client Services Manager

Client Services Manager

Neo Wealth and Asset Management

0 years

0 Lacs

mumbai maharashtra india

Posted:1 day ago| Platform:

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Skills Required

resolve management reports training scheduling

Work Mode

On-site

Job Type

Full Time

Job Description

Client Relationship Associate

📌 In this role, you’ll:

Manage and strengthen relationships with existing clients, resolve queries, and keep their information updated.
Reach out to clients regularly, understand their needs, and offer suitable firm services (digital tools, online access, cash management, etc.).
Onboard new clients by collecting necessary documents and information.
Prepare reports, presentations, and materials for client meetings.
Coordinate with team members and share resources for better client service.
Stay updated through training on company policies, processes, and industry trends.
Assist in placing client orders and handling day-to-day admin tasks like calls, meeting scheduling, travel arrangements, and expense reports.

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