Role & responsibilities
- Set up new prospects and opportunities on CRM systems with accurate and timely data entry.
- Maintain and update client records and documentation.
- Conduct compliance and pre-engagement checks in line with regulatory requirements.
- Manage client documents and ensure records are maintained accurately.
- Coordinate annual review meetings and prepare client review packs.
- Track and monitor new and ongoing client work.
- Support business processing activities and ensure regulatory compliance.
- Assist Paraplanners with research, letters of authority, and client information gathering.
- Liaise with internal teams to ensure smooth client servicing and workflow management. Preferred candidate profile
- 2-5 years of experience in Financial Services, Wealth Management, Investment Operations,



Banking, Financial Planning Support, Client Services, or Financial Advisory Support.
- Robust administrative and client servicing experience.
- Excellent verbal and written English communication skills.
- High attention to detail and strong organizational skills.
- Ability to manage multiple tasks and prioritize workload effectively.
- Experience working with CRM systems and maintaining client records.
- Understanding of compliance, regulatory processes, and documentation requirements.
- Proactive, process-driven, and committed to delivering excellent client service.

📌 Client Support Senior (Pune)
🏢 Forvis Mazars
📍 Pune