Client Services ociate

6 days ago


Dubai, Dubai, United Arab Emirates Jobot Full time

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.


  • Dubai, Dubai, United Arab Emirates Jobot Full time

    Why join us?BenefitsPaid Company Benefits10% annual bonus (potential to be higher, based on company performance)Unlimited PTOAmazing culture and exposure to partnering with executives and directorsGreat growth pathPaternity and Maternity leave401(k) matchJob DetailsOur firm is seeking a highly motivated and experienced Permanent Client Services Associate to...


  • Dubai, Dubai, United Arab Emirates Client of Talentmate Full time

    At Client of Talentmate, we are seeking a highly skilled and customer-focused Client Service Liaison to join our team. As a key member of our client service department, you will be responsible for delivering exceptional customer experiences through proactive communication and timely issue resolution.The ideal candidate should possess strong interpersonal and...


  • Dubai, Dubai, United Arab Emirates Win Win - Client based Full time

    Client-Facing Customer Service Expert WantedWe are looking for a talented Client-Facing Customer Service Expert to join our team at Win Win - Client based. As a key member of our client-facing department, you will be responsible for delivering exceptional customer experiences to our clients across the European market.As a Client-Facing Customer Service...


  • Dubai, Dubai, United Arab Emirates Client of Talentmate Full time

    Client of Talentmate seeks a skilled and compassionate Client Care Specialist to join our client service department. In this role, you will be responsible for handling client inquiries, resolving issues, and providing expert product knowledge to ensure client satisfaction.The ideal candidate should possess strong problem-solving skills, with the ability to...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Key ResponsibilitiesThe 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...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Position OverviewThe Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.The ideal candidate is proactive,...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    About Client of Prestige IFAWe are a reputable organization dedicated to delivering exceptional financial services to our clients. Our team of experts is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryThe Client Relationship Manager will serve as the primary liaison between our...


  • Dubai, Dubai, United Arab Emirates Van Cleef & Arpels Full time

    Are you a good match?You have extensive experience in client services with a proactive approach to improving processes, enhancing accuracy, and optimizing client satisfaction. You identify opportunities to refine service operations, escalate improvements, and propose solutions with a clear business impact. Highly organized and collaborative, you work...


  • Dubai, Dubai, United Arab Emirates Van Cleef & Arpels Full time

    Are you a good match?You have extensive experience in client services with a proactive approach to improving processes, enhancing accuracy, and optimizing client satisfaction. You identify opportunities to refine service operations, escalate improvements, and propose solutions with a clear business impact. Highly organized and collaborative, you work...


  • Dubai, Dubai, United Arab Emirates Client of Talentmate Full time

    We are seeking a results-driven Client Solutions Associate to join our client service team at Client of Talentmate. In this role, you will be responsible for providing expert product knowledge, handling client inquiries, and resolving issues to ensure client satisfaction.The ideal candidate should possess strong analytical and problem-solving skills, with...


  • Dubai, Dubai, United Arab Emirates MAJID AL FUTTAIM Full time

    Roles and responsibilitiesManager - Client Services | MAF Retail | UAE Digital Corporate Head OfficeThe Manager – Client Services is responsible for establishing and fostering relationships internally and externally across teams including MAF Precision Media, marketing, merchandising, trade and analytics stakeholders to ensure strong ties at multiple...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Position OverviewThe Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.The ideal candidate is proactive,...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Position Overview The Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.The ideal candidate is proactive,...


  • Dubai, Dubai, United Arab Emirates Gallagher Re Full time

    Job DescriptionIntroductionJoin us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make strategic decisions that transform industries. As a team member, you&aposll be at the forefront of...


  • Dubai, Dubai, United Arab Emirates Richemont Full time

    A High Jewelry Maison with a strong heritage who promotes exceptional know-how in an enchanting and creative environment.Our Maison is looking for talented individuals who contribute to developing and transmitting their expertise with care and no compromise. At Van Cleef & Arpels you will be surrounded by passionate experts and will contribute to many new...


  • Dubai, Dubai, United Arab Emirates MAJID AL FUTTAIM Full time

    Roles and responsibilities Manager - Client Services | MAF Retail | UAE Digital Corporate Head OfficeThe Manager – Client Services is responsible for establishing and fostering relationships internally and externally across teams including MAF Precision Media, marketing, merchandising, trade and analytics stakeholders to ensure strong ties at multiple...


  • Dubai, Dubai, United Arab Emirates Gallagher Re Full time

    IntroductionJoin us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make strategic decisions that transform industries. As a team member, you'll be at the forefront of innovation,...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    About the RoleThis Financial Services Liaison position offers an exciting opportunity to join our dynamic team at Client of Prestige IFA. As a key member of our Client Relationship Management department, you will play a vital role in building and maintaining strong relationships with our valued clients.This is a chance to leverage your exceptional...


  • Dubai, Dubai, United Arab Emirates Mashreq Full time

    About the Position:Mashreq invites applications for the role of Client Service Coordinator, a key member of our corporate banking team. In this position, you will be responsible for coordinating client interactions, ensuring seamless delivery of our services, and exceeding client expectations.Responsibilities:Coordinate client interactions, managing enquiry...


  • Dubai, Dubai, United Arab Emirates D43 Group Full time

    **Job Summary:**D43 Group is seeking a highly organized and client-focused Client Service Coordinator / Customer Experience Manager to oversee client interactions, ensure seamless service delivery, and enhance the overall patient experience at our longevity clinic in Dubai. This role involves managing client relationships, coordinating appointments, handling...