Client Service Associate

Job Opening: Operations Associate

CTC: 4 - 5 LPA

Location: Pune

Company: PrimeWealth

Experience: 1–3 years preferred

Employment Type: Full-time

About PrimeWealth

PrimeWealth is a SEBI-registered investment advisory firm specializing in financial planning, investment management, and wealth advisory services for Non-Resident Indians (NRIs).

We work with NRI families across the globe, helping them navigate investments, retirement planning, and complex cross-border financial decisions.

We are looking for a detail-oriented, proactive, and responsible Operations Associate to support our investment operations, client onboarding, and day-to-day business processes.

Key Responsibilities

1. Investment Operations

* Process and coordinate mutual fund investment transactions, including purchases, redemptions, switches, and SIP registrations.

* Track transactions, resolve rejections, and ensure timely execution.

* Coordinate with AMCs, RTAs, investment platforms, and other service providers.

* Maintain accurate investment and transaction records.

2. Client Onboarding & Documentation

* Manage account opening, KYC, FATCA, and other documentation requirements.

* Assist with NRI-specific investment documentation and account-related processes.

* Ensure client records are complete, accurate, and updated.

* Coordinate with internal teams and external service providers for smooth onboarding.

3. Operational Support & Coordination

* Work closely with financial advisors, planners, and client service teams.

* Resolve operational queries and follow up on pending requests.

* Track service requests and ensure completion within defined timelines.

* Proactively identify delays, errors, and operational bottlenecks.

4. Reporting & Compliance

* Maintain operational MIS reports, trackers, and dashboards.

* Conduct transaction reconciliations and periodic data checks.

* Maintain documentation and audit trails in line with internal policies and applicable regulatory requirements.

* Support compliance-related reporting and documentation.

5. Process Improvement

* Identify opportunities to simplify and automate repetitive processes.

* Improve operational turnaround times and accuracy.

* Maintain and update standard operating procedures (SOPs).

* Use technology and AI tools to improve efficiency and productivity.

Skills & Qualifications

* Bachelor’s degree in Commerce, Finance, Business Administration, or a related field.

* 1–3 years of experience in mutual fund operations, wealth management, financial services, or investment back-office operations preferred.

* Understanding of mutual fund transactions, KYC processes, and investment platforms.

* Proficiency in MS Excel, Google Sheets, and other productivity tools.

* Strong attention to detail and organizational skills.

* Good written and verbal communication skills.

* Ability to manage multiple tasks, prioritize effectively, and meet deadlines.

* Comfortable learning new software and technology.

What We Value

At PrimeWealth, we look beyond qualifications and experience.

We value individuals who demonstrate:

* Ownership: Taking responsibility for tasks from initiation to completion.

* Accuracy: Delivering work with minimal errors and strong attention to detail.

* Proactiveness: Identifying problems and solving them without waiting for instructions.

* Accountability: Honouring commitments and closing pending tasks.

* Continuous Improvement: Constantly finding better, faster, and more efficient ways of working.

* Teamwork: Collaborating effectively across departments to deliver an excellent client experience.

What We Offer

* Opportunity to work with an established and growing NRI-focused wealth advisory firm.

* Exposure to investment operations and international client servicing.

* A technology-driven and collaborative working environment.

* Opportunities for professional development and career growth.

* A culture that encourages ownership, independent thinking, and continuous improvement.