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Neo Wealth and Asset Management logo
Client Services Officer Neo Wealth and Asset Management

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions We are looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment. In this role, you will manage and strengthen relationships with existing clients, resolve queries, and keep their information updated. You will reach out to clients regularly, understand their needs, and offer suitable firm services such as digital tools, online access, and cash management. Additionally, you will onboard new clients by collecting necessary documents and information. Your responsibilities will also include preparing reports, presentations, and mater...

Posted 1 month ago

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