Client Service Associate - Fresher

About the job:Key Responsibilities:

1. Account Onboarding & Documentation: Managing the end-to-end account opening process by accurately filling out application forms, verifying client details, and ensuring all required compliance and KYC (Know Your Customer) documents are gathered and complete.

2. Investment Processing & Paperwork: Handling all operational paperwork required for executing client investments, withdrawals, transfers, and portfolio rebalancing, minimizing errors to prevent processing delays.

3. Client Query Resolution: Acting as a reliable point of contact to answer, troubleshoot, and resolve client inquiries regarding their investment status, account balances, operational issues, and general documentation requests.

4. MS-Office Document Preparation: Using Microsoft Word, Excel, and PowerPoint to draft professional client letters, compile investment summaries, build tracking spreadsheets, and prepare periodic portfolio review presentations.

5. Portfolio & Database Maintenance: Keeping the internal CRM and investment databases meticulously updated with accurate client data, account activities, and history of interactions.

6. Internal Operational Liaison: Coordinating directly with the backend operations, compliance, and investment advisory teams to track the progress of client transactions and ensure successful execution.Who can apply:Only those candidates can apply who:are from Mumbai onlySalary:₹ 2,00,000 - 3,80,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Skills required:MS-Office, Computer skills, Client Relationship, English Proficiency (Spoken) and English Proficiency (Written)About Company:The company is active in the financial industry and provides services related to stock broking and the selling of various financial products.

Responsibilities

Key Responsibilities:

1. Account Onboarding & Documentation: Managing the end-to-end account opening process by accurately filling out application forms, verifying client details, and ensuring all required compliance and KYC (Know Your Customer) documents are gathered and complete.

2. Investment Processing & Paperwork: Handling all operational paperwork required for executing client investments, withdrawals, transfers, and portfolio rebalancing, minimizing errors to prevent processing delays.

3. Client Query Resolution: Acting as a reliable point of contact to answer, troubleshoot, and resolve client inquiries regarding their investment status, account balances, operational issues, and general documentation requests.

4. MS-Office Document Preparation: Using Microsoft Word, Excel, and PowerPoint to draft professional client letters, compile investment summaries, build tracking spreadsheets, and prepare periodic portfolio review presentations.

5. Portfolio & Database Maintenance: Keeping the internal CRM and investment databases meticulously updated with accurate client data, account activities, and history of interactions.

6. Internal Operational Liaison: Coordinating directly with the backend operations, compliance, and investment advisory teams to track the progress of client transactions and ensure successful execution.