Job Description
-Conduct training sessions and provide guidance to assist clients in effectively navigating systems and resolving issues.
-Ensure all client documentation adheres to current tax and mobility regulations, maintaining up-to-date records.
-Address and resolve client issues promptly, escalating complex cases as needed.
-Generate and deliver management reports to the Engagement team and other internal stakeholders.
-Oversee and maintain accurate financial reporting using technology platforms.
-Manage vendor invoices, including cash allocations, disbursements, billing, and reconciling complex backing sheets.
-Aid teams with onboarding new clients, including conducting AML checks, drafting proposals, and preparing engagement contracts.
-Work in collaboration with RandQ specialists on complex client cases.
-Organize VIP briefings and provide administrative support to account managers.
-Assist with UTR support, follow up on non-compliance for forms, and identify areas for process standardization.
-As your expertise develops, you will:
-Facilitate the training and skill enhancement of the wider team.
-Forge and nurture robust client relationships, serving as a reliable advisor.
-Understand client needs to deliver proactive solutions and informed recommendations.
Identify and implement standardized approaches to enhance process efficiency and consistency.
-Drive efficiency both onshore and offshore through effective coordination.
Additional Information:
Work Location - Bangalore
We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
Please note, AI is used as part of the application process.
💡 Quick Summary
Seeking a career-building opportunity? The Client Coordination Manager position is now open for candidates interested in the Insurance sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
