1 - 4 years

3 - 4 Lacs

Posted:3 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Part Time

Job Description

Job Title : Service Assistant
Experience : 1-4 Years Location : Gurgaon Roles & Responsibilities:

  • Support RMs and Advisors with client queries, follow-ups, and day-to-day servicing.
  • Maintain CRM records, track tasks, and ensure timely updates.
  • Assist with client onboarding, documentation, and report preparation.
  • Coordinate with operations and internal teams to ensure smooth closure of requests.
Requisites:
  • Experience in client servicing, operations, or wealth management support.
  • Strong coordination and organizational skills.
  • Client-focused approach with attention to detail.
  • Good communication and ability to manage multiple tasks efficiently.

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