HNV Consulting
Website:
hnvconsulting.com
Job details:
Company Description HNV Consulting supports investors in managing and optimizing their investment portfolios while helping small businesses unlock efficient, sustainable growth. The firm also partners with corporate clients to enhance capabilities through targeted skills and efficiency trainings. By combining financial expertise with practical business advisory, HNV Consulting provides tailored solutions that address diverse client needs. Team members work in a collaborative environment focused on results, client trust, and long-term partnerships, offering opportunities to grow across finance, consulting, and client service domains.
Role Description The Client Services Representative is a full-time, on-site role based in Vadodara. This role manages day-to-day client interactions, responds to inquiries, and ensures a timely and accurate flow of information between clients and internal teams. The representative maintains client records, supports onboarding processes, and coordinates with consultants and finance professionals to address client needs. Daily responsibilities include resolving service issues, tracking client requests, preparing basic reports or summaries, and following up to ensure high levels of client satisfaction. The role involves collaborating with colleagues across functions, providing clear communication, and proactively identifying opportunities to improve the client experience.
Qualifications
- Strong Client Services and Customer Service skills to manage relationships and resolve issues effectively.
- Excellent Communication abilities, including clear verbal and written communication across diverse stakeholders.
- Focus on Customer Satisfaction, with experience in maintaining service quality and client retention.
- Basic understanding of Finance or investment-related concepts to support portfolio and business advisory discussions.
- Ability to work on-site in Vadodara, with strong organizational skills and attention to detail.
- Comfort with using productivity tools (e.g., CRM systems, spreadsheets, email) to manage client data and workflows.
- Proactive problem-solving mindset and capability to work both independently and within a team environment.
- Relevant diploma or degree in business, finance, commerce, or a related field is preferred; prior client-facing experience is an advantage.
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