Customer Service Specialist

Job Description

As a Client Experience Individual Contributor in the Broking/Wealth Management industry, your role will be crucial in managing and enhancing client servicing for Ultra High Net Worth Individuals (UHNIs). You will be responsible for maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams.Key Responsibilities:- Serve as the primary point of contact for UHNI clients for all service-related matters.- Build and nurture long-term client relationships focusing on trust, responsiveness, and value.- Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.- Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios.- Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.- Communicate effectively to explain processes, account features, and service timelines.- Identify, investigate, and resolve client issues, discrepancies, or complaints in a timely and efficient manner.- Coordinate with internal departments (Operations, Risk, Tech, Compliance) to ensure quick resolution and quality service.- Monitor service requests to ensure closure within defined TATs.- Support new client onboarding by collecting KYC documentation, verifying details, and facilitating account opening.- Ensure all client data is maintained accurately and updated regularly as per compliance norms.- Stay updated on regulatory requirements to ensure 100% adherence during client lifecycle events.Qualifications Required:- Graduate/Postgraduate in Finance, Commerce, or related field.- Minimum 4 years of relevant experience in client servicing, preferably in Wealth Management or Broking domain.- Strong understanding of financial markets, equity products, broking operations, and regulatory landscape (SEBI, KYC, FATCA, etc.).- Excellent interpersonal and communication skills with a client-centric approach.- Detail-oriented with strong problem-solving and multitasking ability.- Proficiency in MS Office, CRM tools, and trading platforms.In this role, you will have the opportunity to work closely with UHNI clients and senior stakeholders, gaining exposure to end-to-end client lifecycle management in a premium financial setup. You can expect a collaborative, fast-paced, and client-first work environment. As a Client Experience Individual Contributor in the Broking/Wealth Management industry, your role will be crucial in managing and enhancing client servicing for Ultra High Net Worth Individuals (UHNIs). You will be responsible for maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams.Key Responsibilities:- Serve as the primary point of contact for UHNI clients for all service-related matters.- Build and nurture long-term client relationships focusing on trust, responsiveness, and value.- Ensure proactive engagement to maintain high levels of client satisfaction and loyalty.- Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios.- Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions.- Communicate effectively to explain processes, account features, and service timelines.- Identify, investigate, and resolve client issues, discrepancies, or complaints in a timely and efficient manner.- Coordinate with internal departments (Operations, Risk, Tech, Compliance) to ensure quick resolution and quality service.- Monitor service requests to ensure closure within defined TATs.- Support new client onboarding by collecting KYC documentation, verifying details, and facilitating account opening.- Ensure all client data is maintained accurately and updated regularly as per compliance norms.- Stay updated on regulatory requirements to ensure 100% adherence during client lifecycle events.Qualifications Required:- Graduate/Postgraduate in Finance, Commerce, or related field.- Minimum 4 years of relevant experience in client servicing, preferably in Wealth Management or Broking domain.- Strong understanding of financial markets, equity products, broking operations, and regulatory landscape (SEBI, KYC, FATCA, etc.).- Excellent interpersonal and communication skills with a client-centric approach.- Detail-oriented with strong problem-solving and multitasking ability.- Proficiency in MS Office, CRM tools, and trading platforms.In this role, you will have the opportunity to work closely with UHNI clients and senior stakeholders, gaining exposure to end-to-end client lifecycle management in a premium financial setup. You can expect a collaborative, fast-paced, and client-first work environment.

Keyskills :
Client Relationship ManagementClient CommunicationIssue ResolutionService DeliveryClient OnboardingDocumentationFinancial MarketsRegulatory ComplianceInterpersonal SkillsCommunication SkillsMS OfficeEquity ProductsProblemSolvingMultitasking