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Client Service Associate
3 days ago
Compile and update necessary documents and contracts.
- Coordinate the tender process within the tender team, set deadlines and responsibilities.
- Communicate with clients on the tender process.
- Prepare presentation materials.
- Gather meeting notes and input them to client files.
- Ensuring a positive and professional client service experience.
- Directing client complaints or complex queries to relevant departments in a timely manner.
- Keep records of Client interactions, process customer accounts and file documents.
- Obtain and process all client information and transactions.
- Create new accounts and maintain client portfolios.
- Perform administrative and clerical duties as necessary.
- Organize, scan, and maintain all paper/electronic Client Files.
- Assist the portfolio management or marketing department as needed.
- Prepare all account paperwork and check pending account maintenance items.
**Requirements and Qualifications**:
- High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
- Experience as a Client Services Associate or other administrative role in the financial industry a plus.
- Proficient in Microsoft Office (Powerpoint, Excel, Word)
- Strong communication and organizational skills.
- Exceptional customer service skills.
**Salary**: AED3,000.00 - AED5,000.00 per month
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