Cambridge Wealth - Wealth Operations/Client Relationships Associate (1-6 Yrs) Pune (After-Sales/Customer Service)

Wealth Operations - Client Relationships AssociateWe re looking for a sharp, detail-oriented individual to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You ll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.Who we are:Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We re a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients. See www.cambridgewealth.in for more details.What you ll do:- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You ll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You ll ensure all processes are smooth, efficient, and compliant.- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You ll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.What we need:- Education: A degree in Finance, Commerce, Management, or Economics is preferred.- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you ve worked with high-net-worth clients.- Certifications: NISM VA and or other NISM certifications are a big advantage.- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.Who you are:- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.- Proactive & Resourceful: You don t wait for instructions. You re a problem-solver who takes ownership and can thrive in a dynamic, startup environment.- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.- A Clear Communicator: You have excellent verbal communication skills.This role is NOT for you if:- You prefer a slow-paced, micro-managed environment.- You are not comfortable with change or taking on new responsibilities.- You re looking for a passive, take it easy role.What you ll get:- A core role with a clear growth path within a fast-growing company.- Meaningful Impact: You ll be a vital part of our team, not just a cog in the wheel.- A great work environment that is informal, encouraging, and collaborative.- Competitive compensation.Our Hiring Process:- Online Application: You apply and answer a few quick questions. [5 min]- Skills Assessment: An online test to evaluate your skills. [60 min]- Recruiter Phone Interview: A quick chat with our recruiter. [30 min]- Technical Interview: A discussion about your experience and skills. [30 min]- Founder s Interview: A final interview to ensure a great fit. [30 min]- Offer & Checks: We make an offer, and proceed with a reference and background check.Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office and the candidate is required to join within a week. (ref:updazz.com)

Payroll Type : Permanent