Client Services Associate
1 week ago
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.
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates Oxygen HR & Recruitment Full timeWe are looking for a Client Servicing Associate with digital marketing experience.Responsibilities: Coordinate all aspects of client servicing activities. Build and maintain strong, positive relationships with clients by maintaining a proactive, attentive, courteous, and professional demeanor. Meet and exceed client requirements. Provide professional client...
-
Client Engagement Associate
1 week ago
Dubai, Dubai, United Arab Emirates ManSci Professional Services DMCC Full timeAbout UsWe believe that service in the interest of our clients is the key to strong and lasting relationships with them. To that end, everyone in the business is involved in supporting our client facing teams. This is especially so when it comes to a market defining platform we developed and launched 3 years ago, and for which we now want to expand the...
-
Client Renewals Advisor
1 week ago
Dubai, Dubai, United Arab Emirates A&A Associate LLC Full timeJoin Our Team as a Client Renewals AdvisorAre you passionate about delivering exceptional customer service and ensuring client satisfaction? A&A Associate a leading business setup company, is seeking a dedicated Renewals Advisor to join our dynamic team.As a Renewals Advisor, you will be responsible for managing the renewal process for our valued clients,...
-
Client Success Associate
1 week ago
Dubai, Dubai, United Arab Emirates Jigsaw HR Consultants Full timeWe are seeking a highly motivated and detail-oriented Client Servicing Associate to join our team. Reporting directly to the Head Of Operations, the Client Servicing Associate will play a crucial role in ensuring the success and satisfaction of both active and passive clients.Client Servicing AssociateReporting To: Head of OperationsThe client servicing...
-
Client Relations Associate
1 week ago
Dubai, Dubai, United Arab Emirates CharterHouse Full timeJob description:Charterhouse is working with a leading global investment management firm, who is looking to hire a Client Relations Associate to join their team. As the Client Relations Associate, you will be dedicated to servicing and building an engaging environment where client relationships can flourish.About the roleAs a company, our client covers all...
-
Client Relations Associate
1 week ago
Dubai, Dubai, United Arab Emirates Nathan & Nathan Human Resources Full timeOur client provides high-quality serviced offices in JLT and has supported company start-up, registration, and documents in DMCC, other free zones, and the UAE mainland.We are looking for a Client Relations Associate that will be the first point of contact for clients and visitors in a business center, looking after a variety of customer service,...
-
Dubai, Dubai, United Arab Emirates Alphasights Full timeAlways ActiveThese trackers are used for activities that are strictly necessary to operate or deliver the service you requested from us and, therefore, do not require you to consent.These trackers help us to deliver personalised ads or marketing content to you, and to measure their performance. Dubai Looking to start your career in a fast-paced commercial...
-
KPMG Lower Gulf
1 week ago
Dubai, Dubai, United Arab Emirates Senior Associate Full timeKPMG Lower Gulf | Senior Associate DubaiFor almost 50 years, KPMG Lower Gulf Limited has been providing audit, tax and advisory services to a broad range of domestic and international, public and private sector clients across all major aspects of business and the economy in the United Arab Emirates and in the Sultanate of Oman. We work alongside our clients...
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates Team Visual Solutions LLC Full timeWe are looking for a client services coordinator having relevant experience in Advertising/Signage industry specializing in Duty-Free Production, Shop Fit Outs, Custom Kiosks, Display Units, Bespoke visual merchandize. Preferably from production backgroundThe Responsibilities include: Coordinating, assigning, updating, and closing tasks as per schedules...
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates Team Visual Solutions LLC Full timeWe are looking for a client services coordinator with technical skills; know how and relevant experience in Advertising/Signage industry specializing in Duty-Free Production, Shop Fit Outs, Custom Kiosks, Display Units, Bespoke visual merchandize.The Responsibilities include: Coordinating, assigning, updating, and closing tasks as per schedules Dealing with...
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates Team Visual Solutions LLC Full timeWe are looking for a client services coordinator with technical skills; know how and relevant experience in Advertising/Signage industry specializing in Duty-Free Production, Shop Fit Outs, Custom Kiosks, Display Units, Bespoke visual merchandize.The Responsibilities include: Coordinating, assigning, updating, and closing tasks as per schedules Dealing with...
-
Client Relations Associate
1 week ago
Dubai, Dubai, United Arab Emirates Winters Instruments Full timeTITLE:Client Relations AssociateDIVISION/DEPARTMENT:LOCATION:MARKET:EMEADubaiGCC CountriesREPORTS TO:Vice President - EMEA DivisionSCOPE The Client Relations Associate will play a pivotal role in our company's growth by assisting the Regional Sales Manager (Saudi Arabia & Bahrain) in generating new business. This individual will be responsible for...
-
Client Relations Associate
1 week ago
Dubai, Dubai, United Arab Emirates Nathan & Nathan HR Full timeOur client provide high quality serviced offices and has supported company start up, registration, and documents in DMCC, other free zones, and UAE mainland.We are looking for a Client Relations Associate that will be the first point of contact for clients and visitors in a business center looking after a variety of customer service, administrative,...
-
Client Service Executive
1 week ago
Dubai, Dubai, United Arab Emirates TYLOZ CLEANING SERVICES Full time1. Follow up of offers issued by Project ManagerFollow up client requirements.Alerting Project Manager and technical team about emergency and maintenance callsRegister each client maintenance call request and file each in TBS documents.Register for each client maintenance activity the team in charge. Collect the forms from Project Manager.Request and follow...
-
client relations associate
1 week ago
Dubai, Dubai, United Arab Emirates Winters Instruments Full timeThe ClientRelations Associate will play a pivotal role in our company's growth byassisting the Regional Sales Manager (Saudi Arabia & Bahrain) in generatingnew business. This individual will be responsible for establishing andenhancing customer relationships, contributing significantly to our expansionin GCC. This is afull-time position offering a...
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates UBS Full timeYourexpertiseideally 3-5+ years of experience inthe financial services industry and a leader amongst yourpeersbachelor'sdegreeexcellent communication skills (verbal /writing)strong quantitative / mathskillsproactive andorganizeddetail oriented and valueaccuracycollaborative team player and positiveattitudeprovide world-class serviceAboutUsUBS is the world's...
-
Client Service Associate
1 week ago
Dubai, Dubai, United Arab Emirates UBS Full timeYour expertise ideally 3-5+ years of experience in the financial services industry and a leader amongst your peersbachelor's degreeexcellent communication skills (verbal / writing)strong quantitative / math skillsproactive and organizeddetail oriented and value accuracycollaborative team player and positive attitudeprovide world-class service About UsUBS is...
-
Client Onboarding Associate
1 week ago
Dubai, Dubai, United Arab Emirates RJ O'Brien Full timeJob Title:Client On-boarding AssociateBusiness Unit:Client OnboardingLocation:DIFC, DubaiPosition Summary:Client on-boarding associate with previous knowledge of onboarding and/or KYC requirements.To assist the management of the Financial Crime and On-Boarding team on a daily basis.To mitigate the Financial Crime risk within the firm.To on-board execution...
-
Client Relations Associate Jobs In Dubai
1 week ago
Dubai, Dubai, United Arab Emirates Nathan & Nathan Full timeClient Relations Associate Jobs In Dubai | Nathan & NathanAbout the jobOur client provides high-quality serviced offices in JLT and has supported company start-up, registration, and documents in DMCC, other free zones, and the UAE mainland.We are looking for aClient Relations Associatethat will be the first point of contact for clients and visitors in a...
-
Client Services
1 week ago
Dubai, Dubai, United Arab Emirates Cogniito Media Full timeWe are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments.Client Services Responsibilities: Ensuring a positive and professional client...