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.
