Job Description

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Manage end-to-end client servicing operations for wealth management clients.
Handle a team of client service executives ensuring high-quality customer interactions and timely query resolution.
Oversee client portfolio processes including investment tracking, account maintenance, and financial documentation.
Coordinate with internal teams and external stakeholders to ensure smooth process delivery and compliance.
Review reports, monitor SLAs, and implement process improvements to enhance efficiency.
Conduct team training, performance reviews, and motivate staff to achieve service excellence.
Handle escalations and ensure prompt resolution of client issues.
Maintain accurate records and ensure adherence to KYC and regulatory compliance norms.
Prepare periodic performance reports and share client insights with senior management.

Skills Required