Service Manager - Client Service Excellence

UnienFin Wealth · India

About Us

Unien is a premier wealth and asset management group serving high-net-worth and ultra-highnet-

worth families across India. As we scale our Wealth Management division, we are building a

handpicked team of future stars — the next generation of leaders in the wealth industry.

The Opportunity

We are seeking a highly motivated, proactive and detail-oriented Service Manager to join our

team. This role involves extensive engagement with both prospective and existing clients across

their onboarding, servicing, and portfolio-related requirements.

The position requires significant client interaction and active involvement across all aspects of

client servicing, operational support, and trade execution. This is a position which focuses on

building meaningful client relationships while delivering best-in-class service and operational

excellence.

Location: Bengaluru

Experience: 3–5 years, with a working understanding of Client Service & reporting

for wealth & financial services

Function: Wealth Management / Advisory – Client Service & Operations

What You'll Do

• Manage Client onboarding and account maintenance for both new and existing clients in

line with regulatory and organizational policies.

• Collect and validate account-specific documentation and financial information to ensure

compliance requirements are met.

• Act as the primary point of contact between clients, Banks, AMCs and Product

Manufacturers (AIFs, PMS providers etc.)

• Provide operational support across a broad suite of financial products and applications.

• Handle Transactions, Operations and other support activities, including trade

placement, confirmation, settlement tracking, and reconciliation across mutual funds,

AIFs and PMS and other investments.

• Oversee administrative and transactional activities including money transfers, tax

reporting, portfolio review preparation and resolution of client queries.

• Build long-term, trust-based relationships that go beyond transactions via supporting

Wealth Managers & leaders by ensuring seamless coordination and contributing to

client meetings as required.

What We're Looking For

Profile

• 3–5 years of professional & proven experience, ideally with early exposure to wealth

management, private banking, financial services, or a closely related field

• Strong operational skills with sound understanding of Banking, Mutual Funds, Capital

Markets and other financial products.

• Proficiency in Microsoft Excel, Word & Power Point, other reporting systems and

transaction platforms in the industry.

• Bachelor’s or Master’s degree, in Marketing, Finance or related discipline from a

reputed University.

• Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, or

Kolkata. Location flexibility may be required.

Traits We Value

• Integrity — non-negotiable, in every client interaction and service coordination.

• Genuine passion to be part of our client’s wealth management and building bespoke client

solutions.

• Highly organized individual, with an ability to excel in fast-paced environment.

• Enthusiasm and a super-eager, coachable attitude toward learning

• Strong problem-solving skills, with a passion for streamlining and bringing order to complex

processes.

Why Join Us

• Direct access to senior partners, industry specialists, and academic experts as mentors

• Active firm support in building your career from day one of client-facing work

• A clear runway to grow into a senior service personnel within the firm to grow into other roles

• A high-performance peer group of fellow future stars, hired and trained together

How to Apply

Share your updated resume at hr@unienfin.in with the subject line "Service Manager – Client

Service Excellence” Add a note, not exceeding 300 words, covering - why you are keen and what

will make you click, in this role.

We are an equal opportunity employer and evaluate candidates on merit, skills, and potential.