About The Role Join our dynamic and growing wealth management business in India as a Client Servicing Associate. You'll play a key role in building strong client relationships while ensuring smooth operations. This position is essential for delivering outstanding service to our clientsmeeting their needs efficiently and contributing to our firm's success. You will handle all client inquiries and requests with professionalism and care. What You'll Do Be the main point of contact for servicing our valued clients Handle client inquiries and requests professionally Process transactions and maintain accurate records in an organised manner Work with key wealth management platforms such as: NSE NMF, BSE Star, and MFU for mutual fund transactions IFANOW, Investwell or similar for portfolio tracking and reporting Zoho CRM or similar for client relationship management What You Need Excellent written and spoken communication skills 1 to 4 years of experience in financial services/wealth management Strong ability to provide patient guidance and support to clients Strong MS Excel skills Detail-oriented approach for error-free work Proven ability to collaborate effectively in team environments A background in team sports will be an added advantage Why Join Us? High performing leadership Grow with a fast-growing wealth management startup Supportive team environment Freedom to suggest improvements and drive innovation