Service Relationship Manager

Job Description: Service RM

Job Purpose - The Service Relationship Manager is responsible for providing end-to-end client servicing support to wealth management clients. The role focuses on ensuring smooth execution of transactions, timely resolution of client queries, and delivering a high-quality service experience while supporting Wealth Managers in day-to-day client management.

Key Roles & Responsibilities

Client Servicing & Support

• Act as the primary service point of contact for assigned clients

• Handle client queries related to portfolio statements, transactions, and account details

• Ensure timely execution of investment-related requests

• Provide regular service updates to clients

Transaction & Operations Support

• Coordinate with internal operations teams for investment Mandates execution and settlements

• Process transactions across investment products as per client instructions

• Track transaction status and ensure timely closure and confirm to the client

• Assist in resolving operational or transaction-related issues

Documentation & Compliance

• Support client onboarding including KYC, account opening, and documentation

• Ensure all client records are updated and compliant with regulatory requirements

• Maintain accurate records of client instructions and service requests

• Assist during audits or compliance checks

Portfolio & Reporting Support

• Share portfolio statements, performance reports, and account summaries with clients

• Coordinate with research and advisory teams for client review materials

• Assist Wealth Managers during portfolio review meetings

Relationship Management Support

• Support Wealth Managers in maintaining strong client relationships

• Ensure high standards of service quality and client satisfaction

• Proactively follow up on pending service requests

Coordination & Internal Communication

• Work closely with Wealth Managers, Research, Operations, and Compliance teams

• Escalate unresolved issues in a timely manner

• Maintain clear communication across internal stakeholders

Skills & Competencies

Technical Skills

• Good understanding of financial products and capital markets

• Familiarity with client onboarding, KYC, and operational processes

• Proficiency in PPT, MS Excel, Word, and email communication

Behavioral Skills

• Strong communication and interpersonal skills

• Client-focused and service-oriented mindset

• Good organizational and follow-up skills

• Ability to handle multiple tasks and priorities

Educational Qualification

• Post Graduation in any discipline (Finance preferred)

• NISM certification (as applicable) preferred

Experience Requirements

• 3–6 years of experience in wealth client servicing, relationship management within financial services