Client Services Representative

Lunate; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

A financial services company in Abu Dhabi seeks a Client Experience Associate to facilitate client onboarding and enhance overall service quality. The ideal candidate will have a Bachelor’s degree and 5–8 years in client service or relationship management, ideally within the financial sector. Responsibilities include managing client interactions, coordinating internal teams, and ensuring satisfaction throughout the onboarding journey.

Qualifications

• 5–8 years of experience in client service, onboarding, or relationship management.
• Familiarity with investment products and regulatory frameworks in the UAE is an advantage.
• Detail-oriented with strong organizational and problem-solving abilities.

Responsibilities

• Assist with end-to-end client onboarding processes.
• Serve as a key point of contact for clients during onboarding.
• Monitor client satisfaction and promptly escalate service issues.

Skills

Client service

Relationship management

Communication skills

Organizational skills

Education

Bachelor’s degree in Business, Finance, or a related field

Job description

Background

Ghaf Benefits, a platform launched by Lunate, is the UAE’s Alternative End-of-Service Benefits solution. It enables private sector employers to invest employee gratuities into regulated investment funds, offering employees the potential for long-term financial growth. The platform supports the UAE’s vision to enhance workplace benefits and attract global talent, offering both conventional and Shariah-compliant investment options.

Job Purpose

The Client Experience Associate will support the onboarding and ongoing service experience for institutional and corporate clients. Working closely with the Client Experience Manager and Sales team, this role helps ensure a smooth transition from prospect to client and delivers high-quality service that reflects Ghaf Benefits’ commitment to excellence.

Key Duties and Responsibilities

• Assist with end-to-end client onboarding processes in collaboration with the Sales and Client Experience teams.
• Serve as a key point of contact for clients during onboarding and initial implementation, under the guidance of the Manager – Client Experience.
• Prepare and maintain onboarding documentation, FAQs, and client support materials.
• Coordinate with internal teams (Operations, Compliance, Product) to support a seamless client experience.
• Ensure timely and accurate setup of client accounts and investment structures.
• Monitor client satisfaction and promptly escalate service issues or concerns to the Manager – Client Experience.
• Gather and analyze client feedback to support continuous improvements in the onboarding journey.
• Support initiatives to enhance client engagement and retention.
• Maintain accurate records of client interactions and onboarding progress.

Qualifications and Experience

• Bachelor’s degree in Business, Finance, or a related field.
• 5–8 years of experience in client service, onboarding, or relationship management, preferably in financial services or investment platforms.
• Strong interpersonal and communication skills.
• Demonstrated ability to manage multiple client relationships and deliver excellent service.
• Familiarity with investment products and regulatory frameworks in the UAE is an advantage.
• Detail-oriented with strong organizational and problem-solving abilities.