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Client Services Admin Support

PrimeWealth

All India, Pune • 1 month ago

Experience: 0 to 4 Yrs

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Job Description

As a Client Relationship Manager at PrimeWealth, your role is crucial in maintaining positive relationships with clients and ensuring their needs are met or exceeded. Your success in this position will be measured by your ability to provide excellent customer service, address inquiries promptly, and collaborate effectively with internal teams to resolve any issues. You will be the main point of contact for clients, utilizing MS-Office software to create accurate reports and presentations. Key Responsibilities: - Manage and maintain positive relationships with clients - Serve as the main point of contact, providing excellent customer service - Utilize MS-Office software for creating client reports and presentations - Collaborate with internal teams to address client needs and resolve issues - Assist in the onboarding process for new clients - Conduct regular client review meetings - Stay updated with industry trends and effectively communicate product/services information to clients In this role, a Graduation degree is required as a qualification. As a Client Relationship Manager at PrimeWealth, your role is crucial in maintaining positive relationships with clients and ensuring their needs are met or exceeded. Your success in this position will be measured by your ability to provide excellent customer service, address inquiries promptly, and collaborate effectively with internal teams to resolve any issues. You will be the main point of contact for clients, utilizing MS-Office software to create accurate reports and presentations. Key Responsibilities: - Manage and maintain positive relationships with clients - Serve as the main point of contact, providing excellent customer service - Utilize MS-Office software for creating client reports and presentations - Collaborate with internal teams to address client needs and resolve issues - Assist in the onboarding process for new clients - Conduct regular client review meetings - Stay updated with industry trends and effectively communicate product/services information to clients In this role, a Graduation degree is required as a qualification.

Posted on: March 1, 2026

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