Wealth Service Associate
This is an open vacancy with one of our clients.
- Experience
- 1–4 years
- Where
- Delhi NCR, Jaipur, Lucknow, Mumbai
- Salary
- ₹3,50,000–₹8,00,000 per year
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate in any discipline; commerce, finance, banking or customer-service exposure preferred
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Wealth Service Associate to support wealth customers with accurate, timely servicing of their investments and accounts. You will process requests, maintain documentation and coordinate with relationship and operations teams. Precise servicing gives clients confidence that their money is in careful hands.
What you'll do
- Process client service requests such as investment transactions, mandate updates and statement queries.
- Verify client documents and instructions carefully before anything is submitted for execution.
- Coordinate with relationship managers and operations teams so requests are completed on time.
- Respond to client queries clearly and follow up until each one is formally closed.
- Maintain accurate client records and documentation in line with compliance requirements.
- Prepare short summaries of pending requests so nothing is overlooked or delayed.
What you'll bring
- 1–4 years of experience in wealth operations, banking service or financial operations support.
- A graduate degree in any discipline, with real care for accuracy in every transaction.
- A basic understanding of investment products and how their transactions are processed.
- Discretion and professionalism when handling sensitive client and portfolio information.
- Clear written and spoken communication with clients and with internal colleagues.
Good to have
- Exposure to commerce, finance or banking through education or earlier roles.
- Familiarity with mutual fund or portfolio servicing processes and their documentation.
- Prior experience serving affluent clients within the financial services sector.