Client Relations Analyst

Job description

***How You Will Add Value*** - You will accurately prepare account transition reports for clients looking to utilize our CANVAS platform. - You will partner with client service and sales teams to resolve issues. - You will apply operational expertise to support the Retail and Financial Advisor Services channels. - You will manage multiple requests accurately in a fast-paced environment. ***What Will Help You Be Successful In This Role*** ***Experience:*** - At least two years of experience in client service or operations. - Experience in financial services or asset management. - Exposure to direct indexing platforms is a plus. ***Education:*** - Bachelor s degree required. ***Technical & Professional Skills:*** - Strong analytical skills. - Strong organizational and time management skills. - Ability to problem solve efficiently and accurately. ***Soft Skills:*** - Clear written and verbal communication skills. - Professional persistence when following up on requests. - Self-starter mindset with intellectual curiosity. **Work Shift Timings - 2:00 PM - 11:00 PM IST** Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.