Job Description

Job Purpose:The Service Relationship Manager is responsible for providing end-to-end client servicing support to wealth management clients. The role focuses on ensuring smooth execution of transactions, timely resolution of client queries, and delivering a high-quality service experience while supporting Wealth Managers in day-to-day client managementKey Roles & Responsibilities:Client Servicing & Support:- Act as the primary service point of contact for assigned clients- Handle client queries related to portfolio statements, transactions, and account details- Ensure timely execution of investment-related requests- Provide regular service updates to clientsTransaction & Operations Support:- Coordinate with internal operations teams for investment Mandates execution and settlements- Process transactions across investment products as per client instructions- Track transaction status and ensure timely closure and confirm to the client- Assist in resolving operational or transaction-related issuesDocumentation & Compliance:- Support client onboarding including KYC, account opening, and documentation- Ensure all client records are updated and compliant with regulatory requirements- Maintain accurate records of client instructions and service requests- Assist during audits or compliance checksPortfolio & Reporting Support:- Share portfolio statements, performance reports, and account summaries with clients- Coordinate with research and advisory teams for client review materials- Assist Wealth Managers during portfolio review meetingsRelationship Management Support:- Support Wealth Managers in maintaining strong client relationships- Ensure high standards of service quality and client satisfaction- Proactively follow up on pending service requestsCoordination & Internal Communication:- Work closely with Wealth Managers, Research, Operations, and Compliance teams- Escalate unresolved issues in a timely manner- Maintain clear communication across internal stakeholdersSkills & Competencies:Technical Skills:- Good understanding of financial products and capital markets- Familiarity with client onboarding, KYC, and operational processes- Proficiency in PPT, MS Excel, Word, and email communicationBehavioral Skills:- Strong communication and interpersonal skills- Client-focused and service-oriented mindset- Good organizational and follow-up skills- Ability to handle multiple tasks and prioritiesEducational Qualification:- Post Graduation in any discipline (Finance preferred)- NISM certification (as applicable) preferredExperience Requirements:- 3-6 years of experience in wealth client servicing, relationship management within financial services (ref:updazz.com)

Skills Required