Service Relationship Manager - Investment Counselor/Private Wealth Manager (3-15 yrs)

Investment Counselor/Private Wealth Manager

Duties and Responsibilities:

- As a Service Relationship Manager, you will play a crucial role in supporting the overall client service operations for our high-net-worth clients.

- You will be responsible for ensuring efficient and effective back-office support and service support to enhance the client experience and streamline internal processes.

Key Responsibilities :

Operational Support:

- Manage and process client account transactions, including transfers, withdrawals, and account maintenance activities, with accuracy and compliance.

- Coordinate with internal teams, such as Operations, Compliance, and IT, to resolve RM/client service issues, inquiries, and escalations promptly.

- Maintain comprehensive records and documentation of client interactions, transactions, and service requests.

- Co-ordinate with exchanges, AMCs, RTAs and all stakeholders to ensure all financial and non-financial transactions are done accurately, timely and orderly.

Reporting and Analysis:

- Generate and analyze reports related to client accounts, activities, and performance metrics to support decision-making and operational efficiency.

- Identify trends, issues, and opportunities for process improvements in back-office operations and client service delivery.

Compliance and Risk Management:

- Ensure adherence to regulatory requirements, company policies, and industry standards in all back-office activities and client transactions.

- Conduct periodic reviews and audits of client accounts and documentation to mitigate risks and maintain data integrity.