Foresight Family Office - Manager - Client Servicing

Job Description :

- Handling Account Opening for different products (Equity PMS, Debt PMS, POA, structured products, Managed Funds, real estate funds etc)

- Be aware of various investment products and documentation required for the same.

- Should be able to independently handle escalated cases and find resolutions for the same.

- Timely and accurate execution of client instructions.

- To ensure adherence to laid Service processes & related compliances.

- Interact with clients and build relationships with them while ensuring their needs are being met.

- Mastermind creative ways to deliver an exceptional client experience.

- Develop and oversee the implementation of client service protocols.

- Resolve complex client problems or disputes in a professional manner

- Keep records and documentation of client interactions for training purposes.

- Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement

Qualifications for Client Services Manager :

- 5+ years prior experience in customer facing roles.

- Excellent communication skills and the ability to anticipate the needs of customers.

- Must demonstrate strong analytical thinking skills.

- Should possess strong problem solving skills and the ability to make sound judgement calls.

- Superior organizational and time management skills.

- Knowledge of customer service programs and databases, or the ability to learn new software quickly

- Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience.