Account Services Analyst
Core
Serve as the primary point of contact for clients and partners in India, coordinating meetings and deliverables while providing strategic support to the Head of India and managing regional business operations.
Role type
Account Services Analyst (Executive Support & Operations)
Builds
Client relationships, regional operational workflows, and executive support systems for the India market.
Domain
Financial Technology (Fintech) / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, executive support, CRM proficiency (Salesforce), pitch deck preparation, cross-functional coordination, event planning, office administration, high emotional intelligence, discretion.
Preferred skills
Knowledge of brokerage/capital markets in India, cross-cultural negotiation, Korean language skills.
Responsibilities
Coordinate client and partner meetings, manage executive calendars and travel logistics, prepare sales pitch decks and briefing documents, track CRM/pipeline records, plan office events, and handle office administration.
Seniority
Mid-level, hands-on IC