Securities Services - Client Services Associate

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You have an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging environment as a Client Service Account Manager. Your role will involve partnering with the Business to provide a comprehensive view and ensuring world-class service delivery to clients in the Third Party Investment Management segment based in Mumbai, India. Key Responsibilities: - Deal with complex client organizations and develop strong relationships - Oversee and implement client efficiency initiatives and process improvements - Manage governance processes, deliver transparency on significant items, and coordinate regional initiatives - Conduct relationship reviews, participate in client events, and lead in-person meetings to build relationships - Maintain client profiles and service level documents, coordinate client training for proprietary technology - Coordinate service delivery across all products and services, ensure compliance with company policies - Analyze client performance indicators and risk indicators to facilitate client meetings - Perform functions related to risk and quality control, invoice review, and support client-focused projects Qualifications Required: - Bachelor's degree - Strong client management skills and experience - Ability to demonstrate industry/business knowledge, executive management, and communication skills - Adaptability and flexibility in a dynamic environment, quick grasp of new products and business requirements - Collaborative work style, influencing skills, and strategic thinking - Strong presentation, analytical, organizational, project management, and planning skills - Compliance mindset and understanding of risks associated with services offered - Effective problem-solving skills, strong work ethic, willingness to learn and work with a team Additional Company Details: Omit (Not present in the provided Job Description),

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