Client Service Associate

Job Title: Client Service Associate

Location: Rourkela, Odisha (Work from Office)

About the Role

We are looking for a proactive and detail-oriented Client Service Associate to join our team. The ideal candidate should have excellent communication skills, be customer-focused, and be willing to learn about investment and financial services. You will play a key role in assisting clients, managing documentation, and ensuring a smooth client experience.

Key Responsibilities

• Handle client queries through phone, email, and WhatsApp.
• Coordinate with clients for KYC, account opening, SIP registrations, and other documentation.
• Follow up with clients regarding pending documents and service requests.
• Maintain accurate client records and update CRM/software.
• Coordinate with AMCs and other financial institutions for client servicing.
• Assist in onboarding new clients and maintaining long-term relationships.
• Support the team with administrative and operational tasks.
• Ensure timely resolution of client requests.

Eligibility

• Bachelor's degree (B.Com, BBA, BA, or equivalent).
• 0–2 years of experience (Freshers with good communication skills are welcome to apply).
• Good verbal and written communication skills in English and Hindi (Odia is an added advantage).
• Basic knowledge of MS Excel, Word, and email.
• Strong organizational skills and attention to detail.

Preferred Skills

• Positive attitude and willingness to learn.
• Good interpersonal and customer service skills.
• Ability to multitask and work in a team.
• Professional communication and follow-up skills.

Salary

As per company standards and candidate experience.

How to Apply

Interested candidates can send their updated resume to csa.buddhamoney@gmail.com with the subject line:
Application for Client Service Associate – Rourkela

Pay: ₹8,000.00 - ₹10,000.00 per month

Work Location: In person