Senior Client Advocate

2 days ago


Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time
Key Responsibilities

The Senior Client Advocate will play a pivotal role in fostering exceptional relationships between the organization and its esteemed clients. This involves collaboration with financial planners and client service teams to deliver unparalleled client experiences.

  • Develop and maintain day-to-day client relationships, ensuring their financial needs and goals are comprehensively understood and met.
  • Facilitate seamless onboarding processes for new clients, guaranteeing smooth transitions and optimal satisfaction.
  • Attend annual review meetings with financial advisors, while leading quarterly check-ins with clients to ensure ongoing engagement and value delivery.
  • Provide personalized service, consistently exceeding client expectations and delivering meaningful value through proactive communication.
  • Respond promptly and professionally to client inquiries, addressing concerns and resolving issues in a timely manner.
  • Serve as a liaison between clients and financial advisors, fostering effective communication and ensuring alignment of interests.
  • Collaborate closely with Wealth Advice Associates and the Client Services team to expedite the processing of requests, guaranteeing timely and efficient service delivery.
  • Pursue continuous improvement initiatives to enhance client experiences and refine service delivery processes.


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