Client Service Representative

1 week ago


Dubai, Dubai, United Arab Emirates Deutsche Bank Full time
About the Role

We are seeking a highly skilled and experienced Client Service Representative to join our team at Deutsche Bank. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our Relationship Managers and clients.

Key Responsibilities
  • Client Service: Handle and respond to client queries and requests related to account documentation, account balances, account maintenance, statement information, security transfers, and general product and/or service information.
  • Account Maintenance: Receive and confirm client instructions related to remittances, account maintenance, and liaise with the respective booking center within acceptable timelines.
  • Client Support: Attend client meetings along with Relationship Managers to provide support and meet client requirements.
  • Trade Execution: Take and execute clients' orders (money market, capital market transactions).
  • Document Management: Diligent follow-up with clients to execute term sheets and other account/trade-related documents.
Operations and Administrative Support
  • Account Opening: Assist Relationship Managers in the new account opening process, preparation of comprehensive account opening packs, and submission to the onboarding team.
  • Liaison with Booking Centre: Liaise with the Booking Centre iCAT/AFC/DIFC OBS/KYC Review Team/DIFC AFC for follow-up and provide additional information/documentation if requested.
  • Process Management: Seek relevant approvals and ensure process followed while arranging any video conference meetings/calls.
  • Deficiency Management: Follow up on any Booking Centre/DIFC document deficiencies promptly to help Relationship Managers achieve their Key Risk Indicators (KRIs).
  • Fee Run Execution: Execute periodic fee runs to ensure Relationship Managers are informed of any insufficient balances.
  • Call Report Management: Ensure timely assistance in input of call reports (provided by Relationship Managers) in the system and proper record retention of call reports in Group shared folders.
  • Corporate Actions: Ensure Relationship Managers and Investment Advisors are aware of any corporate actions and follow up through to completion.
  • Loan Covenant Management: Provide assistance in managing loan covenants and processing periodic rolling of all structured loans, Lombard loans, and time deposits.
  • Regulatory Compliance: Develop a good understanding of the governing regulatory framework and uphold relevant policies/procedures to mitigate risks; ensuring the Bank is protected.
  • Process Enhancement: Remain current and thorough on operational processes, services, and firm's systems/applications.
  • Reporting: Liaise with Relationship Managers/Investment Advisors to ensure voice logs are completed, seek approvals as required for reporting purposes.
  • Credit Facility Management: Raise credit facility requests as required, assist Relationship Managers with credit advance ratio levels and client-specific AR requests.
  • Credit Excess Reports: Provide regular updates to Relationship Managers regarding clients' credit facilities and prepare credit excess reports.
  • Trade Reconciliation: Input daily trades in the system within cut-off times for trade reconciliation purposes.
  • Margin Call Management: Proactively help manage margin calls with Credit and Cross Border Desk in conjunction with Relationship Managers.
  • Trade Incident Resolution: Resolve any trade/non-trade-related incidents in conjunction with the Cross Border Desk (as applicable) with prompt and timely reporting to Business Manager/Team Head.
  • Cash and Security Transfer: Process with relevant approval all inward/outward cash and security transfer instructions received from clients in conjunction with Relationship Managers/Booking Centre/Counterparty and client. Follow up till completion, including trade archival.
  • Client After-Sales Tasks: Support Relationship Managers in performing client after-sales tasks and coordination of marketing events invitations and approvals.
  • Trade Execution and Confirmation: Follow up for pre-trade, post-trade execution, and confirmation, renewal of expired orders to enable reporting to Cross Border Desk/complete system input. Liaise with Relationship Managers/Investment Advisors to ensure voice logs are completed and reported. Follow up till completion, including trade archival.
  • Administrative Support: Accountable for providing full administrative support to the Head of Cross Border and immediate team, acquiring various administrative duties, and backing up other team members as and when required.
  • Documentation Mailing: Where applicable, manage the daily mailing of documentation to the relevant booking centers.
  • Client Queries: Respond to client queries related but not restricted to account documentation, account balances, account activity, statement information, security transfers, security information, general product and/or service information.
  • Deficiency Reports: Proactively update and follow up on various deficiency reports in RISK MIS Tool monthly (email notification). All deficiencies to be resolved promptly.
  • Remediation Projects: Completion of any remediation projects within the stipulated deadlines.
  • Suspicious Activity: Highlight any suspicious activity/complaints to Head of Business/Business Manager in a timely manner.
  • Leave Plan: Provide leave plan to Supervisor for approval and ensure smooth and detailed handover to backup SAs for business continuity.
  • SE Group Projects: Participate in all SE group projects and meetings. Handle any regulatory/non-regulatory projects within the stipulated deadlines.
  • KOPs and Process Enhancements: Accountable for being thorough with relevant KOPs at Booking Centres and DIFC, and staying up to date on process enhancements, approval templates, etc.


  • Dubai, Dubai, United Arab Emirates Expertise Recruitment Full time

    Job Description**Job Summary:**We are seeking a highly motivated and organized Account Manager to join our team at Expertise Recruitment. The successful candidate will be responsible for assisting the account team in handling clients' integrated marketing communications briefs from project briefing to project delivery.Key Responsibilities:Assist the account...


  • Dubai, Dubai, United Arab Emirates Trigenx, LLC Full time

    Job Title: Community Development RepresentativeAbout Us: Trigenx, LLC is a dynamic and innovative company that values collaboration and mutual success.Job Summary: We are seeking a highly motivated and results-driven Community Development Representative to join our team. As a key member of our sales team, you will be responsible for generating leads and...


  • Dubai, Dubai, United Arab Emirates Jobs via eFinancialCareers · Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at ADIB. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesClient Guidance and Support: Direct clients to alternative channels, ensuring they have all...


  • Dubai, Dubai, United Arab Emirates Trinity Homes Properties LLC Full time

    Job Title: Customer Service RepresentativeTrinity Homes Properties LLC is a dynamic and rapidly growing real estate company dedicated to providing exceptional properties and top-notch customer service. We are seeking a highly motivated and results-driven Customer Service Representative to join our team.Job Summary:As a Customer Service Representative at...


  • Dubai, Dubai, United Arab Emirates Padra Medical Center Full time

    Job Description**Job Title:** Customer Service Representative**Job Summary:** We are seeking a highly skilled and motivated Customer Service Representative to join our team at Padra Medical Center. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our patients and clients.Key...


  • Dubai, Dubai, United Arab Emirates Webhelp Full time

    Job Summary: We are seeking a highly skilled and motivated Customer Service Representative to join our team at Webhelp. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients via phone, email, and chat.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and...


  • Dubai, Dubai, United Arab Emirates Nooora Beauty Concierge Full time

    Job Summary:Nooora Beauty Concierge is seeking a highly skilled and experienced Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Respond to customer inquiries and resolve issues in...


  • Dubai, Dubai, United Arab Emirates AWJ Full time

    Job SummaryAt AWJ, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our call center, you will be responsible for providing exceptional service to our clients, resolving their inquiries and issues in a timely and professional manner.Key ResponsibilitiesClient Communication: Respond to...


  • Dubai, Dubai, United Arab Emirates BLS International Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our team at BLS International. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through various communication channels.Key ResponsibilitiesAnswering Inbound Calls: Respond to incoming calls...


  • Dubai, Dubai, United Arab Emirates Webhelp Full time

    Job Opportunity at WebhelpWe are seeking a skilled and multilingual professional to join our team as a Customer Service Representative at our call center. As a representative of Webhelp, you will be responsible for providing exceptional customer service to clients in multiple languages, including Italian, English, German, and French.Requirements:Previous...


  • Dubai, Dubai, United Arab Emirates Webhelp Full time

    Job Opportunity at WebhelpWe are seeking a skilled and multilingual professional to join our team as a Customer Service Representative at our call center. As a representative of Webhelp, you will be responsible for providing exceptional customer service to clients in multiple languages, including Italian, English, German, and French.Requirements:Previous...


  • Dubai, Dubai, United Arab Emirates AECOM Full time

    About the RoleAECOM is seeking a highly organized and detail-oriented Customer Service Representative to join our team. As a key member of our front office, you will be responsible for providing exceptional customer service and administrative support to our clients and colleagues.Key ResponsibilitiesCustomer Service: Greet and assist visitors, respond to...


  • Dubai, Dubai, United Arab Emirates Bella Roma Specialty Hospital Full time

    Job Summary:Bella Roma Specialty Hospital is seeking a highly skilled and experienced Customer Service Representative to join our team. As a key member of our customer service department, you will be responsible for providing exceptional service to our clients, responding to their inquiries, and resolving any issues that may arise.Key...


  • Dubai, Dubai, United Arab Emirates Sundus Full time

    Job Summary:Sundus is seeking a highly skilled and dedicated individual to join our team as a Customer Service Representative. As a key member of our support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide assistance to colleagues and customers in a timely and professional...


  • Dubai, Dubai, United Arab Emirates Pharmalink Full time

    Job Summary:We are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Pharmalink. As a key member of our front office team, you will be responsible for providing exceptional customer service to our clients and visitors.Key Responsibilities:Greets clients and visitors with a positive and helpful attitude,...


  • Dubai, Dubai, United Arab Emirates Parisima Talent Full time

    Job Summary: We are seeking a highly skilled and experienced Customer Service Representative to join our team at Parisima Talent. As a key member of our service team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Respond to customer inquiries and resolve issues in a timely...


  • Dubai, Dubai, United Arab Emirates BEAUTY WISE MEDICAL CENTER Full time

    About Us:Beauty Wise Medical Center is a prestigious medical center in Dubai that specializes in offering top-tier cosmetic medical services. We are seeking a dynamic and experienced professional to join our team as a Customer Service Representative.Key Responsibilities:Conduct outbound sales calls to potential clients to promote our range of cosmetic...


  • Dubai, Dubai, United Arab Emirates IIQAFGROUP Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at IIQAFGROUP. As a key member of our front office team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our clients and visitors.Key ResponsibilitiesClient Greeting and Support: Greet and...


  • Dubai, Dubai, United Arab Emirates IIQAFGROUP Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at IIQAFGROUP. As a key member of our front office team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our clients and visitors.Key ResponsibilitiesClient Greeting and Support: Greet and...


  • Dubai, Dubai, United Arab Emirates Jobs Via EFinancialCareers · Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at ADIB. As a key member of our customer service team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Guidance and Support:Direct clients to alternative channels (Digital...