Location: Jogeshwari – E, Mumbai
Experience: 2–5 years
Employment Type: Full time
Department: Client Servicing / Operations

About the Role
We are looking for a Front Office & Client Service Executive who will act as the coordination link between the sales team, operations team and clients.
The role requires someone who is organised, responsive, comfortable with technology and confident in written and verbal English. You will be responsible for ensuring that client requests and transaction orders move smoothly from instruction to execution and communication.

Key Responsibilities
1. Order & Transaction Coordination
- Receive investment and transaction instructions from promoters/sales team.
- Verify the information and ensure all required details/documents are available.
- Enter orders and transaction details accurately in the CRM/system.
- Coordinate with internal teams, RTA, AMC, insurance companies and other service providers wherever required.
- Track pending transactions and ensure timely closure.
- Keep promoters/sales team updated on the status of client requests.

2.



Client Communication
- Send professional and timely emails and WhatsApp communications to clients.
- Communicate transaction confirmations, documentation requirements, updates and follow-ups.
- Handle routine client queries and coordinate with the relevant team for resolution.
- Ensure communication is clear, accurate and aligned with the firm's standards.

3. CRM & Data Management
- Maintain accurate and updated client information in the CRM.
- Record client interactions, requests, transactions and follow-ups.
- Ensure no client request remains unattended or untracked.
- Maintain proper documentation and digital records.

4. Coordination
- Coordinate effectively between promoters, sales team, clients and back-office teams.
- Follow up on pending actions and ensure deadlines are met.
- Maintain a daily tracker of open items and pending client requests.
- Escalate issues promptly when required.

📌 Hiring: Front Office (India)
🏢 Credence Solutions
📍 India