Client Service Associate, Client Management

Overview

The Associate, Client Management, manages and executes client-related processes, with a focus on bulk updates, deceased and bankruptcy cases, and GDPR compliance activities.

What you'll do

• Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.
• Collaborate with IT and other departments to streamline processes and improve data management systems.
• Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met.
• Liaise with legal teams, external partners, and family members to facilitate smooth transitions and resolve any issues.
• Ensure all client data management activities comply with GDPR and other relevant data protection regulations.
• Conduct regular audits and reviews of data handling processes to identify and mitigate risks.
• Maintain strong relationships with clients, providing exceptional service and support.
• Address client inquiries and concerns promptly, ensuring a high level of client satisfaction.
• Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.
• Stay updated on industry trends and regulatory changes to ensure best practices are followed.

What you'll need

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• Bachelor's degree in business administration, Finance, or a related field.
• Minimum of 2-3 years of experience in client management, preferably within the financial services industry.
• Strong understanding of GDPR and other data protection regulations.
• Strong problem-solving skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in data management tools and software.
• Ability to work independently and as part of a team in a fast-paced environment.

Details

• Location: Gurugram (On-site).
• Application: create an account and upload your resume and a short motivation.