Job Preference:
The Client Support Executive provides administrative and operational support to the Financial Services team, handling client queries, managing documentation, and ensuring smooth communication.
Qualification:
Bachelor of Commerce, Master of CommerceJob Description:
· Client Interaction: Address client queries and maintain professional communication.
· Documentation: Prepare, manage, and file client documents accurately.
· Team Support: Assist the Financial Services team with tasks and projects.
· Administrative Duties: Schedule meetings, prepare agendas, and handle correspondence.
·Reporting: Generate reports and assist in preparing presentations.
·Compliance: Ensure adherence to company policies and confidentiality requirements.
· Problem Solving: Resolve client issues and escalate complex problems as needed.
Skills:
· Experience in a client support role, preferably in financial services or a CA firm.
·Proficiency in MS Office and CRM software.
·Excellent communication, organizational, and problem-solving skills.
·Strong customer service orientation and ability to maintain confidentiality.