Client Services Coordinator

Company Profile:

MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.

Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.

As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.

Today, MProfit is a leader in Indias wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.

Job Summary

We are looking for a detail-oriented and proactive Client Services Coordinator to be part of our Data Onboarding team. The role involves coordinating with clients to collect required data files, sharing updates, and acting as a bridge between internal teams and external stakeholders to ensure smooth and timely onboarding.

Key Responsibilities

• Act as the primary point of contact for clients during the data onboarding process.
• Coordinate with clients to request, receive and follow up on required data files and documentation.
• Collaborate closely with internal teams to relay client requirements and feedback accurately.
• Track onboarding milestones, pending items and client responses to ensure timely completion.
• Identify gaps, discrepancies or delays in data received and proactively communicate resolutions.
• Maintain clear and structured records of client communications and onboarding status.
• Ensure a smooth client experience by addressing queries and providing timely support during onboarding.

Required Skills & Qualifications

• Bachelors degree in any discipline.
• 02 years of experience in client coordination, onboarding, operations or a similar role.
• Strong written and verbal communication skills.
• Ability to manage multiple clients and tasks simultaneously.
• Good coordination skills.
• Basic understanding of data files, reports or operational workflows is a plus.
• Proficiency in MS Excel, email communication, and internal tracking tools.