Account Manager

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

About the company : Kings Digital is a leading digital marketing company dedicated to delivering high-quality, result-oriented digital solutions and believe in exceeding the expectations of every business and entrepreneur we collaborate with. We provide professional, creative and effective engaging content that drives traffic, boosts engagement, and promotes brand loyalty. We are currently looking for a talented and passionate Client Success Manager to join our team and be part of our exciting journey!

Role Overview

The Client Strategy Manager is responsible for managing the complete lifecycle of client projects — from onboarding and requirement gathering to strategy, execution coordination, client communication, performance tracking with team, approvals, and ongoing growth.

This role acts as the central bridge between clients, internal marketing teams, creative teams, developers, SEO specialists, paid media teams, and management, ensuring that projects move forward according to business objectives, timelines, budgets, and quality standards.

Key Responsibilities:

1. Client Account Management:

• Serve as the primary point of contact for assigned clients.
• Build and maintain strong, professional client relationships.
• Understand client businesses, services, target audiences, competitors, challenges, and growth objectives.
• Conduct regular client communication through email, WhatsApp, meetings, and project channels.
• Translate client requirements into clear internal tasks and actionable deliverables.
• Follow up with clients for approvals, assets, access, payments, content, feedback, and pending decisions.
• Keep clients informed about project progress, upcoming activities, delays, dependencies, and completed work.
• Handle client concerns professionally and coordinate internally to resolve issues.
• Maintain a proactive communication approach rather than waiting for clients to ask for updates.
• Identify opportunities to improve client satisfaction, retention, and overall account value.
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2. Client Onboarding & Project Initiation

• Manage the initial onboarding process for new clients.
• Collect required business information like branding assets, website access, Google Business Profile access, social media access and other project requirements.
• Prepare and share access/requirement sheets.
• Coordinate payment confirmation and project onboarding requirements.
• Ensure projects are properly onboarded into the internal CRM/project-management system.
• Establish project scope, deliverables, responsibilities, timelines, and dependencies.
• Coordinate internal kickoff activities between relevant departments.
• Ensure the team has sufficient information and resources before beginning execution.

3. Project Management:

• Manage multiple client projects simultaneously.
• Create, prioritize, and track internal tasks.
• Coordinate deadlines across multiple departments.
• Monitor project dependencies and identify blockers.
• Follow up with team members on pending tasks.
• Escalate critical delays or issues to management.
• Maintain project momentum and ensure deliverables are completed within agreed timelines.
• Coordinate internal meetings, standups, reviews, and project discussions.
• Prepare meeting notes, MOMs, action items, and follow-ups.
• Maintain visibility over project status from initiation to completion

4. Financial & Commercial Coordination:

• Coordinate with finance regarding invoices, payment confirmations, renewals, and outstanding payments.
• Follow up with clients regarding pending payments where required.
• Track hosting renewals and recurring service requirements.
• Identify opportunities for additional services and account expansion.
• Support upselling and cross-selling of relevant agency services.
• Ensure commercial commitments remain aligned with actual project scope.

5. Quality Assurance:

Before deliverables are shared with clients:

• Review content for accuracy and completeness.
• Check design consistency.
• Verify branding.
• Review website functionality.
• Check SEO implementation.
• Review creative quality.
• Confirm client requirements have been addressed.
• Identify missing elements or inconsistencies.
• Ensure deliverables meet agency standards.

The objective is to act as a quality-control layer between internal execution and client delivery.

6. Working Hours & International Client Coordination:

• Primarily operate within standard office working hours while maintaining flexibility based on client requirements.
• Attend occasional meetings or client calls outside standard office hours to accommodate international clients across Canada, Australia, the United States, and other international time zones.
• Coordinate with international clients when required for project discussions, approvals, strategy sessions, presentations, and urgent matters.
• Demonstrate flexibility in managing different time zones while ensuring client communication and project requirements remain on schedule.
• Outside-office-hour meetings are generally scheduled based on client availability in advance, project requirements, and business priorities, rather than as a fixed extended working schedule.

Educational Qualification & Experience:

• Bachelor's degree in Marketing, Digital Marketing, Business Administration, Communications, Management, or a related field.
• A postgraduate qualification in Marketing, Business Management, Digital Marketing, or a related discipline is an added advantage.
• Strong written and verbal English communication.
• 1-3+ years of experience in digital marketing, client servicing, account management and project management.
• Experience managing multiple clients and projects simultaneously.
• Experience working with international clients, preferably across Dubai, Canada, Australia, the United States, and other international markets.

Ideal Candidate Profile:

The ideal person for this role should be:

• Highly organized and proactive.
• Comfortable managing multiple projects simultaneously.
• Strong in client communication.
• Comfortable working with technical and non-technical teams.
• Business-minded rather than task-oriented.
• Able to understand both marketing strategy and execution.
• Comfortable with ambiguity and changing priorities.
• Strong at follow-ups and accountability.
• Detail-oriented without losing sight of the bigger picture.
• Curious about AI and emerging marketing technologies.
• Comfortable taking ownership of problems instead of simply escalating them.
• Able to convert client requirements into structured internal execution.

Work Location: In person

Client Servicing Manager

Location: Goregaon, Mumbai

Experience: 3–8 Years

Employment Type: Full-Time

Industry: Event Management

Job Summary

We are looking for an experienced Client Servicing Manager to manage client relationships, understand client requirements, coordinate event execution and ensure successful delivery of events.

The ideal candidate should have strong client-facing skills and experience in event management, corporate events, experiential marketing, BTL or related industries.

Key Responsibilities

• Act as the primary point of contact for clients and build strong, long-term relationships.
• Understand client requirements, briefs and objectives.
• Coordinate with internal teams, vendors and stakeholders for smooth event execution.
• Manage client expectations and provide appropriate solutions and alternatives.
• Ensure timely and successful delivery of events as per client requirements.
• Prepare regular account status reports and conduct post-event evaluations.
• Identify opportunities for account growth, upselling and cross-selling.
• Handle client concerns and resolve issues effectively.
• Maintain high levels of client satisfaction.
• Stay updated on event industry trends and provide relevant insights.
• Manage multiple projects simultaneously while meeting deadlines and quality expectations.

Candidate Requirements

• 3–8 years of experience in Client Servicing / Account Management.
• Experience in Event Management / Experiential Marketing / BTL / Corporate Events preferred.
• Strong client relationship and stakeholder management skills.
• Excellent verbal and written communication skills.
• Strong presentation, negotiation and coordination skills.
• Ability to manage multiple projects and work under pressure.
• Strong problem-solving and organizational abilities.
• Good knowledge of MS Office and CRM software.
• Bachelor's degree in Business Administration, Marketing, Hospitality or a related field.
• Candidates based in Mumbai preferred.

Who you are ?

SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.

As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.

This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.

What You'll Do

• Onboard new clients and understand their goals, requirements, and expectations
• Serve as the primary point of contact for assigned accounts
• Build strong relationships with clients and key stakeholders
• Coordinate with internal teams to ensure successful campaign delivery
• Provide regular updates, reports, and progress communication
• Manage feedback, approvals, revisions, and client requests
• Monitor account health and identify potential risks proactively
• Improve retention through excellent communication and service
• Identify upsell and cross-sell opportunities where appropriate
• Maintain accurate client records and activity history in Pipedrive

What We're Looking For

• Excellent written and spoken English
• Strong relationship-building and communication skills
• Strong organizational and project management abilities
• Ability to manage multiple client accounts simultaneously
• Problem-solving mindset
• High attention to detail
• Professional and confident client-facing communication
• Ability to handle difficult conversations diplomatically

Preferred Experience

• 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
• Experience working in an SEO, digital marketing, SaaS, or agency environment
• Experience managing international clients
• Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
• Experience working with remote teams

Bonus Points If You Understand

• SEO
• Link Building
• Digital Marketing
• SaaS Businesses
• Agency Operations
• Client Retention Strategies
• Customer Success Processes

Tools You'll Use

• Pipedrive
• Slack
• Google Meet
• Google Workspace
• Service Provider Pro

What Success Looks Like

Within your first few months, you'll be expected to:

• Manage client communications confidently
• Successfully onboard clients independently
• Maintain accurate CRM records
• Coordinate effectively with internal teams
• Build strong client relationships
• Identify opportunities to improve retention and account growth

Why Join SERP Forge?

• Fully remote role
• Work with international SaaS companies, agencies, and brands
• Direct impact on client retention and business growth
• Opportunity to help shape our client success processes
• Collaborative and growth-focused environment
• Long-term career progression opportunities

How to Apply:

Please send:

• Your resume
• A short introduction about yourself
• Details of your client-facing experience
• Any experience with SEO, digital marketing, SaaS, or agency services

Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.

If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the 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, SIF 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.

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. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• 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.
• 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.

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:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. 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

As a Customer Support Executive / Manager, you will own a set of client accounts and ensure they successfully adopt and use the product.

You will handle client onboarding, product training, reporting, data requests and day-to-day client queries. You will also identify repetitive requests and use AI and automation to make recurring reports and workflows more efficient.

Job Description: Project Manager – Development & Digital Marketing Services

Department: Project Management & Service Delivery

Experience: 3–6 Years

Employment Type: Full-Time

Job Summary:

We are looking for an experienced and result-oriented Project Manager to manage end-to-end project planning, execution, coordination, and delivery across Web Development and Digital Marketing services. The ideal candidate will be responsible for managing client requirements, coordinating with internal teams, monitoring project progress, ensuring timely delivery, maintaining quality standards, and optimizing team productivity.

The candidate should have a strong understanding of digital agency operations, client servicing, project management, and cross-functional team coordination.

Key Responsibilities:

1. Project Planning & Execution

• Plan, assign, monitor, and manage projects from initiation to final delivery.
• Define project scope, timelines, milestones, deliverables, and priorities.
• Ensure projects are delivered on time and meet agreed quality standards.
• Monitor project progress and proactively resolve delays, bottlenecks, and dependencies.
• Manage multiple projects simultaneously while maintaining delivery efficiency.

2. Development Project Management

• Coordinate with web developers, designers, QA, and technical teams for website development and related projects.
• Track website design, development, testing, bug fixing, revisions, and deployment.
• Ensure project requirements, technical specifications, and client expectations are clearly communicated.
• Monitor development progress and ensure timely completion of assigned tasks.

3. Digital Marketing Service Management

• Manage project execution across SEO, Social Media Marketing, Performance Marketing, Content Marketing, and other digital marketing services.
• Coordinate with respective team leads and executives to ensure timely execution of client strategies and deliverables.
• Track campaign execution, monthly deliverables, reporting schedules, and performance updates.
• Ensure teams follow defined workflows, service standards, and client commitments.

4. Client Communication & Service Delivery

• Understand client requirements and translate them into clear project briefs and actionable tasks.
• Conduct project status meetings and provide regular progress updates to clients.
• Manage client expectations, feedback, revisions, escalations, and delivery-related concerns.
• Ensure a smooth onboarding process and consistent service delivery throughout the client relationship.
• Identify opportunities to improve client satisfaction and service quality.

5. Team Coordination & Productivity

• Coordinate with development, marketing, design, content, and client servicing teams.
• Assign and track responsibilities in the Task Management System (TMS).
• Monitor task completion, productivity, deadlines, and team capacity.
• Ensure clear ownership, timely updates, and closure of assigned tasks.
• Identify resource gaps and coordinate with management for workload planning.

6. Quality Control & Process Improvement

• Review project deliverables before client submission to ensure completeness and quality.
• Establish and maintain SOPs, project tracking processes, reporting formats, and escalation procedures.
• Identify recurring delivery issues and implement corrective actions.
• Maintain project documentation, meeting notes, timelines, and status reports.
• Recommend process improvements to increase efficiency and reduce delivery delays.

7. Reporting & Performance Monitoring

• Prepare regular reports on project status, delivery timelines, pending tasks, resource utilization, and client concerns.
• Track project KPIs, including on-time delivery, turnaround time, quality, productivity, and client satisfaction.
• Report risks, delays, scope changes, and delivery challenges to management.
• Support capacity planning and improve overall operational efficiency.

Required Skills & Qualifications:

• Bachelor's degree in Management, IT, Computer Science, Marketing, or a related field.
• 3–6 years of experience in project management, preferably in a digital marketing agency or IT services company.
• Strong understanding of web development processes and digital marketing services.
• Experience managing multiple projects, teams, timelines, and client deliverables.
• Excellent client communication, coordination, planning, and problem-solving skills.
• Strong organizational skills with the ability to prioritize tasks and manage deadlines.
• Proficiency in project tracking tools, spreadsheets, documentation, and reporting.
• Ability to handle escalations, manage expectations, and work in a deadline-driven environment.

Preferred Qualifications:

• Experience managing both development and digital marketing projects.
• Familiarity with Agile/Scrum methodologies and project management frameworks.
• Previous experience in client-facing project management and service delivery.
• Ability to analyze project performance metrics and drive continuous improvement.

Key Performance Indicators (KPIs):

• On-time project delivery and milestone achievement.
• Quality and accuracy of project deliverables.
• Client satisfaction and retention.
• Team productivity and task completion rates.
• Reduction in project delays, rework, and unresolved issues.
• Adherence to project scope, timelines, and agreed deliverables.
• Accuracy and timeliness of project reporting.
• Efficiency of resource allocation and cross-team coordination.

Ability to commute/relocate:

• Jhalana Doongri, Jaipur, Rajasthan: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Education:

• Bachelor's (Required)

Experience:

• SEO Sales: 1 year (Required)
• Social Media Sales : 1 year (Required)
• Web Development Sales: 1 year (Required)

Language:

• English (Required)

Location:

• Jhalana Doongri, Jaipur, Rajasthan (Required)

Work Location: In person

Infosec Ventures incubates and scales cyber security innovators that solve for inefficiencies in cyber security, solve big problems and deliver exceptionally high return on investment for customers. IV is on a mission to make the world cyber safe, by protecting systems and the ‘human operating system’. Some notable current ventures include humanfirewall.io, emailauth.io, bugsbounty.com, securityrating.com among others.

Role: Customer Success Associate

Employment Mode: 5 days, Work from office

Location: Gurgaon, Sector-18

Requirements:

• Candidates having exposure to the Cybersecurity industry will be preferred not mandatory.
• Past experience in working with Advanced Excel and in making powerful presentations will be a plus.
• We welcome candidates with a range of degrees and backgrounds, though sustained success with a significant volume of analytic and quantitative coursework is required.
• Any bachelor's or master's degree in engineering, Operations Management/Research, MIS, Management Science, Applied Mathematics, Statistics or Econometrics will be entertained.

Roles:

• Developing and managing client portfolios.
• Analyzing customer data to improve customer experience.
• Hold product demonstrations for customers & improve onboarding processes.
• Mediate between clients and the organization to achieve end goals.
• Handling and resolving customer requests and complaints.
• Minimize customer churn to increase customer retention.

About Us

We believe the future of software development is AI-native — where engineers operate at a higher level of abstraction and quality remains non-negotiable. 

Incubyte is a software craft consultancy where the “how” of building software matters as much as the “what”.  

We partner with companies of all sizes, from helping enterprises build, scale, and modernize to early-stage founders bring their ideas to life. 

Our engineers operate in an AI-native development model, using AI as a collaborator across the SDLC to accelerate development while upholding the discipline of software craftsmanship. Guided by Software Craftsmanship and Extreme Programming practices, we build reliable, maintainable, and scalable systems with speed, without compromising quality. If this way of building software resonates with you, we’d like to talk. 

Our Guiding Principles 

These principles define how we work at Incubyte. They are non-negotiable. 

Relentless Pursuit of Quality with Pragmatism 

  We build high-quality systems without losing sight of delivery. 

Extreme Ownership 

  We take responsibility end-to-end for decisions, execution, and outcomes. 

Proactive Collaboration 

  We collaborate closely, challenge each other, and solve problems together. 

Active Pursuit of Mastery 

  We continuously improve our craft and raise our bar. 

Invite, Give, and Act on Feedback 

We seek, give, and act on feedback to get better every day. 

Ensuring Client Success 

We act as trusted partners and focus on real outcomes, not just output. 

Job Description

This is a remote position.

Experience Level

This role is ideal for professionals with a technical/engineering background who have transitioned into program management, client-facing, or pre-sales roles. We're looking for someone who can operate with minimal oversight, thrives in ownership-driven environments, and is equally comfortable in a room with engineers as in a room with clients evaluating a partnership.

What You'll Do as Account Manager

• Manage and drive technical programs from initiation to delivery, ensuring projects are completed on time, within scope, and to a high standard of quality
• Collaborate effectively with engineering, product, and other cross-functional teams to define project requirements, scope, and timelines
• Proactively identify and mitigate risks and dependencies, escalating issues as needed
• Track and communicate project status, progress, and key milestones to stakeholders
• Facilitate clear communication and alignment across teams
• Identify opportunities within existing and prospective client engagements, and pitch Incubyte's value add clearly — going beyond jargon to articulate real business impact
• Build and maintain trust with clients through consistent, high-quality communication and delivery
• Contribute to the continuous improvement of our program management processes

Requirements

What You'll Bring

• A dev background — enough technical depth to understand engineering trade-offs, speak credibly with engineers, and translate technical work into business value
• A strong desire to learn, take ownership, and collaborate effectively
• Excellent communication and interpersonal skills — not just fluency in language, but the ability to communicate at the right level of abstraction and add real value in every conversation
• Prior experience in sales or a client-facing capacity, with a demonstrated ability to identify opportunities and sell — pitching value, not just capability
• Proven ability to manage projects and deliver results
• Strong problem-solving skills and the ability to independently define and execute tasks
• Technical/Engineering background or MBA preferred
• Understanding of Agile methodologies, Scrum, and Sprints is a plus
• Familiarity with tools like Jira and Confluence is a plus
• Comfort working in a high-ownership.

What We Value

• Extreme ownership – you take responsibility for outcomes and drive work end-to-end
• Ability to execute independently and define problems, not just solve assigned tasks
• A strong product mindset – willingness to talk to customers, understand problems deeply, and define direction when needed
• The ability to build trust and sell value, not just deliver output
• High standards, autonomy, and a bias toward action.

Benefits

Life at Incubyte

​

We are a remote-first company with structured flexibility. Teams commit to shared rhythms during core hours, ensuring smooth collaboration while maintaining autonomy. Twice a year, we come together in person for a co-working sprint and once a year for a retreat - with all travel expenses covered. 

Our environment is built for crafters: pairing, refactoring, experimenting with AI, and pushing the boundaries of software excellence. We are all lifelong learners, and our work is our passion. 

​

Perks

• Dedicated learning & development budget. 
• Sponsorship for conference talks. 
• Comprehensive medical & term insurance. 
• Employee-friendly leave policies. 
• Home Office fund 
• Medical Insurance 

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail