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Mid-level, metro role with generalist client-management skills and moderate brand visibility drives high applicant competition.
Requires asset-management and transfer-agent experience, limiting cross-industry transferability.
Explicit 3–5 years and financial-institution experience required, moderate technical tool expectations.
Own and execute client-driven activities and processes ensuring compliance with client agreements and company standards.
Handle onboarding, client management queries, and coordinate client communications and data maintenance.
Identify and implement process improvements, support client projects, and manage controls related to client management.
3-5 years' experience in client service or client onboarding within financial institutions, preferably asset management.
Bachelor's degree in Finance, Business Management, or equivalent.
Strong proficiency in English and usage of applications like Salesforce, Excel, Teams, Outlook.
In-office work required at least three days a week, with shifts from 2:00 PM to 10:30 PM India time.
Experienced in financial asset management client servicing and onboarding with knowledge of fund management processes.
Able to manage multiple stakeholder communications and maintain accuracy in client data and record keeping.
Proactive in identifying process improvement opportunities and comfortable working with complex data and automation initiatives.