About Zomint

Zomint is building a technology-led wealth management platform focused on making wealth management simpler, more accessible and more engaging for clients.

About the Role We are looking for a Client Support & Operations Associate who will play a critical role in ensuring a smooth experience for both clients and our wealth team. You will act as a support system for Relationship Managers (RMs), Wealth Partners and Wealth Advisors, while also being a key point of contact for clients.

Your role will involve handling client queries, coordinating between clients and the wealth team, ensuring clients join scheduled calls on time, and making sure no client interaction falls through the cracks. This role requires someone who is highly organised, proactive, customer-focused and comfortable coordinating with multiple stakeholders.

What You Will Work On l Act as the primary support layer for RMs, Wealth Partners and Wealth Advisors.

l Handle and resolve day-to-day client queries through calls, WhatsApp, email and other communication channels.

l Act as a bridge between clients and the wealth team, ensuring queries and requirements are communicated and resolved effectively.

l Coordinate with clients before scheduled calls and ensure they are aware of the meeting details and join on time.

l Follow up with clients who have not joined a scheduled call and proactively coordinate with the relevant wealth team member.

l Track scheduled calls, follow-ups and client interactions to ensure smooth execution.

l Support RMs and Wealth Advisors with client-related coordination and administrative requirements.

l Ensure client requests are directed to the right person/team and followed through until closure.

l Maintain clear and accurate records of client interactions, queries, follow-ups and resolutions.

l Proactively follow up on pending client requests and ensure timely closure.

l Identify recurring client issues and communicate insights to the wealth team to improve the overall client experience.





l Help ensure a seamless handover and communication between different teams involved in the client journey.

l Support the wealth team in keeping clients engaged throughout the onboarding and servicing journey.

l Escalate complex or sensitive client issues to the appropriate team member while ensuring the client receives timely communication.

l Contribute towards improving client support processes, SOPs and workflows.

What We’re Looking For l 1–3 years of experience in client servicing, customer success, operations, relationship management, wealth management or a similar role.

l Strong communication skills, both written and verbal.

l Excellent follow-up and coordination skills.

l Ability to handle multiple clients and tasks simultaneously.

l Strong customer-centric mindset with a focus on providing a great client experience.

l Highly organised and detail-oriented.

l Comfortable communicating with clients over phone, WhatsApp and email.

l Ability to coordinate effectively with multiple internal stakeholders.

l Positive problem-solving skills and ability to take ownership of issues until resolution.

l Experience in wealth management, fintech, financial services or a customer-facing startup would be an advantage.

Who Would Be a Good Fit?

This role would suit someone who enjoys working with people, solving problems and keeping things moving.

l Client Servicing Executive l Customer Success Associate l Relationship Management Associate l Wealth Operations Associate l Client Experience Associate l Customer Support / Customer Experience Executive l Wealth Management Operations Associate l Sales Support / Relationship Support Associate

What We Value l Ownership: You don't wait for someone else to solve a client issue.

l Responsiveness: You understand the importance of timely client communication.

l Attention to detail: You ensure that calls, follow-ups and client requests don't slip through the cracks.

l Empathy: You understand the client's concern before jumping to a solution.

l Coordination: You are comfortable working across clients, RMs, Wealth Partners and Wealth Advisors.

l Execution: You make sure things actually get done

📌 Operations Associate (Sahibzada Ajit Singh Nagar)
🏢 Zomint
📍 Sahibzada Ajit Singh Nagar