Account Services Analyst

Overview

DriveWealth is hiring an Account Services Analyst for its Mumbai, India office. The role reports directly to the Head of India and focuses on client and partner coordination alongside executive support and India business operations.

What you'll do

• Serve as the primary point of contact for clients and partners in India, coordinating meetings, follow-ups, and deliverables with internal teams and global stakeholders.
• Support day-to-day India business operations, including vendor coordination, office administration, and regional reporting.
• Provide strategic leverage and operational support directly to the Head of India, managing calendars, travel logistics, expense reports, and regional priorities.
• Assist in preparing client-facing materials, tailored pitch decks, briefing documents, and market research for sales meetings and partner engagements.
• Act as a key liaison for existing India client relationships, tracking follow-ups, resolving routine inquiries, and maintaining CRM/pipeline records.
• Facilitate communication between India leadership, clients, external partners, and global internal teams (product, compliance, operations).
• Act as the face of the India offices by greeting guests and candidates at reception.
• Manage daily food and beverage operations (team lunches and snacks) and ensure the office environment is organized and professional.
• Plan and execute internal and external gatherings, including team onsites, offsites, and partner visits, handling venue sourcing, catering, and transportation.
• Handle sensitive information with a high degree of professionalism, discretion, and emotional intelligence.

What you'll need

• 3+ years of experience in account management, client success, sales operations, or executive support within financial services or fintech.
• Proven track record supporting client relationships, sales pipelines, and regional business development initiatives in India.
• High agency and proactive ownership; ability to manage multiple client and internal priorities for executive leadership without prompting.
• Strong communication and presentation skills, with experience preparing high-impact client pitch decks and executive briefings.
• Systems-thinking skills and proficiency in CRM tools (e.g., Salesforce) and Google Workspace to streamline operational workflows.
• Strong English communication skills (written and verbal), along with exceptional cross-cultural negotiation and relationship-building abilities.
• A "force multiplier" mindset, naturally anticipating the needs of the Head of India and regional partners.
• High emotional intelligence and discretion when handling sensitive commercial, partner, and operational data.

Nice to have

• Understanding of brokerage, capital markets, or wealth management technology landscape in India.
• Experience working with cross-functional global teams in product, compliance, and legal within financial services.
• Korean language skills.

Details

• Location: Mumbai, India. Candidates outside this location are not a fit; remote work outside this location cannot be accommodated.
• Expected to come into the office on a cadence set by the Hiring Manager/Team.
• Applicants must be authorized to work for any employer in the U.S.; DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.