Service Assistant

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title : Service Assistant

Experience : 1-4 Years

Location : Gurgaon

Roles & Responsibilities:

Support RMs and Advisors with client queries follow-ups and day-to-day servicing.
Maintain CRM records track tasks and ensure timely updates.
Assist with client onboarding documentation and report preparation.
Coordinate with operations and internal teams to ensure smooth closure of requests.

Requisites:

Experience in client servicing operations or wealth management support.
Strong coordination and organizational skills.
Client-focused approach with attention to detail.
Good communication and ability to manage multiple tasks efficiently.

Required Skills:

Client ServiceCRM MaintenanceDocumentationWealth Management Services

Job Title : Service AssistantExperience : 1-4 YearsLocation : GurgaonRoles & Responsibilities: Support RMs and Advisors with client queries follow-ups and day-to-day servicing. Maintain CRM records track tasks and ensure timely updates. Assist with client onboarding documentation and report prepa...