drjobs Client Services ociate العربية

Client Services ociate

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1 Vacancy
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Jobs by Experience drjobs

2 - 4 years

Job Location drjobs

Dubai - UAE

Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Nationality

Any Nationality

Gender

N/A

Vacancy

1 Vacancy

Job Description


Why join us?


Benefits

  • Paid Company Benefits
  • 10% annual bonus (potential to be higher, based on company performance)
  • Unlimited PTO
  • Amazing culture and exposure to partnering with executives and directors
  • Great growth path
  • Paternity and Maternity leave
  • 401(k) match!

Job Details

Job Details

Our firm is seeking a highly motivated and experienced Permanent Client Services Associate to join our dynamic team. This position offers an exciting opportunity to play a vital role in our financial services team, responsible for providing top-notch client service and contributing to our organization's success. The ideal candidate will have a solid understanding of investment concepts, financial planning, and wealth management technology systems, coupled with a passion for delivering exceptional customer service.

Responsibilities

  • Process new account applications in a timely and efficient manner, ensuring all necessary documentation and compliance requirements are met.
  • Prepare presentations and materials for client meetings, demonstrating a solid understanding of the client's financial objectives and our firm's investment strategies.
  • Perform various administrative duties including maintaining client records, scheduling appointments, and coordinating communications between clients and our financial advisors.
  • Utilize MS Office to create reports, manage data, and assist in the preparation of financial plans and investment portfolios.
  • Respond to client requests promptly and professionally, providing accurate information and solutions to their inquiries and concerns.
  • Leverage wealth management technology systems to enhance client relationships, improve service delivery, and support our firm's financial strategies.
  • Stay updated with the latest trends and developments in the financial services industry to provide informed advice and service to our clients.

Qualifications

  • Ideally 1-3 years of experience in a client services role within the financial services industry.
  • Proficient in MS Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • Solid understanding of financial planning, investment concepts, and wealth management technology systems.
  • Excellent communication and interpersonal skills, with a proven ability to build strong client relationships.
  • Strong organizational and multitasking abilities, with a keen attention to detail.
  • Demonstrated ability to work effectively both independently and as part of a team.
  • A bachelor's degree in finance, business, or a related field is highly preferred.

Employment Type

Full Time

Company Industry

Accounting & Auditing

Department / Functional Area

Administration

About Company

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