Client Success Specialist

Job Purpose

We are seeking a highly skilled and experienced Client Service Manager to join our team. The successful candidate will provide exceptional service, support, and solutions to our top clients in the financial services industry, ensuring their needs are met and their experience with our organization is exceptional. The role includes proactive planning and day-to-day management of client servicing operations for Foreign Portfolio Investors (FPI), adhering to the highest quality standards and delivery timelines.

Job Description :

• Build and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
• The incumbent will ensure smooth customer onboarding by liaising with internal teams for the same.
• Understand regulatory guidelines with reference to Foreign Investments.
• Take ownership and address client queries, resolving them in a timely and efficient manner.
• Track NAV to be released to the clients and coordinate with the Fund Accountant team to ensure NAV is released as per the decided turnaround time (TAT).
• Liaise with the Account and Finance team for fee calculations, cross-checking the fee calculations through the NAV pack, and accordingly releasing weekly / monthly fee calculations to the clients. Respond to client queries in case of any clarifications required.
• Coordinate with the Operations team to ensure client requests such as subscriptions / redemptions are processed smoothly and within the TAT.
• Work closely with internal teams such as Sales, Product, and Operations to deliver a seamless client experience.
• Liaise with administrators and distributor / referral agents for smooth onboarding.
• Track any fund transfer requests from clients and coordinate with PCM and Custodian for the same.
• Collect prompt and accurate feedback from clients, interacting with them to ensure that all valid concerns are addressed immediately.
• Escalate unresolved queries / issues to the appropriate team.

Requirements :

Company Culture and Benefits :

We foster a collaborative and inclusive work environment that values diversity and encourages professional growth. Our team enjoys competitive benefits, including health insurance, retirement plans, and opportunities for continuous learning and development.

Tools and Software :

Familiarity with client management software and financial analysis tools is preferred.