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Client Service Manager - KYC and AML 4S Advisory's

3.0 - 6.0 years

8 - 10 Lacs

Chennai

Work from Office

Role Description We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction. Key Responsibilities Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently Process and monitor client transactions, account maintenance requests, and documentation Manage and update client information in CRM and other relevant systems, ensuring data accuracy and completeness Coordinate with internal teams (e.g., compliance, risk management, investment operations) to facilitate client service requests and problem resolution Assist in the client onboarding process, including document collection, verification, and system setup Prepare and distribute client reports, statements, and other correspondence as required Monitor and track service level agreements (SLAs) to ensure timely resolution of client requests Identify and escalate complex issues to appropriate channels for resolution Contribute to the development and implementation of process improvements to enhance operational efficiency Qualifications Minimum of 3 years of experience in wealth management or financial services Proficiency in CRM systems, financial platforms, and Microsoft Office suite Excellent knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures Problem-solving and decision-making skills Bachelor's degree in Business, Finance, Economics, or related field.

Posted 15 hours ago

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