Job Title: Client Care Manager
Company: Firststar Wealth
Location: Office No. A105, 1st Floor, Gera’s Imperium Oasis, Next to Bank of Maharashtra, Pimpri, Pune – 411018.
Job Type: Full-time

About Us:

Our company provides comprehensive financial planning and wealth management services to high-net-worth individuals and families. We are seeking a dedicated Client Care Manager to join our team.

Job Summary:

The Client Care Manager will be responsible for delivering exceptional client service, ensuring seamless communication, and fostering strong relationships with our clients. The ideal candidate will have excellent communication skills, attention to detail, and a passion for providing outstanding client experiences.

Key Responsibilities:

- Serve as primary point of contact for clients, responding to inquiries and resolving issues
- Manage client communication, including phone calls, emails, and meetings
- Coordinate client meetings, appointments, and events
- Prepare client materials, reports, and presentations
- Maintain accurate client records and database updates
- Collaborate with internal teams to ensure client needs are met
- Identify opportunities to enhance client relationships and services
- Meet or exceed client satisfaction and retention targets

Requirements:

- 2+ years of experience in client-facing roles, preferably in financial services
- Excellent communication, interpersonal, and relationship-building skills
- Attention to detail, organizational skills, and ability to prioritize tasks
- Ability to work in a fast-paced environment, maintaining composure under pressure
- Bachelor's degree in Business, Finance, or related field
- Professional certifications (e.g., CFP, CFA) a plus

We Offer:

- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) plan with company match
- Opportunities for professional growth and development
- Collaborative and dynamic work environment

If you are a client-focused and detail-oriented professional looking to join a leading family financial advisory firm, please submit your resume and cover letter.