Client Service Manager

About Us:

We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner. To know more - https://klaygroup.com

Location: BKC, Mumbai

Monday to Friday - Work from Office

Role Overview

We are looking for a Client Service Manager to drive seamless client servicing, onboarding, and execution support. The role involves close collaboration with Relationship Managers, Operations, and Compliance to deliver a high-quality, responsive, and compliant client experience.

Key Responsibilities

Client Onboarding & Relationship Management

• Own end-to-end client onboarding ensuring adherence to processes and TATs
• Act as a primary point of contact for clients; ensure timely query resolution
• Drive client adoption of platforms and ensure smooth onboarding experience

Client Instruction & Execution Management

• Oversee client instruction lifecycle with accurate and timely execution
• Ensure all trade documentation and pre-trade checks are complete
• Maintain suitability and compliance standards across all transactions

RM & Stakeholder Coordination

• Partner with RMs on client servicing, meeting preparation, and execution readiness
• Coordinate with internal teams (operations, compliance, product) for seamless delivery
• Manage escalations effectively within defined timelines

Client Reporting & Service Delivery

• Ensure timely delivery of portfolio reports, performance summaries, and review packs
• Track and close all client action items within agreed timelines
• Maintain high standards of accuracy and responsiveness

New Product Readiness & Client Enablement

• Support onboarding and execution readiness for new products
• Assist in client communication, FAQs, and RM enablement for new offerings

Compliance & Documentation

• Maintain accurate and up-to-date client records
• Ensure zero-error communication and adherence to regulatory and internal guidelines
• Respond to audit and compliance queries within TAT

Qualifications & Skills

• 3–7 years of experience in wealth management / broking / financial services
• Strong understanding of financial products, client servicing, and trade lifecycle
• Excellent coordination, communication, and stakeholder management skills
• High attention to detail and strong ownership mindset
• Proficiency in Excel and client reporting tools

Why Join Klay

• High ownership and visibility in a growing wealth platform
• Collaborative and entrepreneurial work culture
• Opportunity to work closely with senior stakeholders and clients