Senior Wealth Operations & Client Service Specialist

Equiti Group; Dubai; On-site; AED 180,000 - 280,000; Full time

Benefits offered by this job

Competitive salary package

Performance-based bonus

Medical insurance for employees and/or

Smart working options

Wellness initiatives

Job summary

Equiti Group in Dubai seeks a Senior Support Specialist, Wealth Management, to deliver high‑quality operational support for wealth and asset management clients. You will serve as the primary coordination point between clients, relationship managers, internal teams, and external service providers.

You will focus on client experience, investment servicing, reporting, and onboarding workflows, ensuring clients are operationally ready post-approval and that service levels are met across onboarding

Qualifications

• 3–7 years in wealth management, asset management, fund operations, or client servicing.
• Experience coordinating with Compliance and external service providers is an advantage.
• Bachelor’s degree in finance, business, or related field preferred.

Responsibilities

• Act as day-to-day servicing contact for assigned clients and relationship managers.
• Coordinate onboarding between clients, Relationship Managers, Compliance, and Sumsub.
• Support processing of subscriptions, redemptions, switches, and cash movements.
• Track order execution and settlement status with Fund Administrator and Custodian.
• Distribute contract notes, confirmations, and transaction summaries to clients.
• Maintain records of client instructions and communications.
• Identify recurring client issues and suggest platform enhancements.

Skills

Client servicing

Relationship management

Operational coordination

CRM systems

SLA adherence

Communication

Education

Bachelor’s degree in finance or related field

Tools

CRM software

Ticketing system

Sumsub onboarding

Job description

Equiti Group in Dubai seeks a Senior Support Specialist, Wealth Management, to deliver high‑quality operational support for wealth and asset management clients. You will serve as the primary coordination point between clients, relationship managers, internal teams, and external service providers.

You will focus on client experience, investment servicing, reporting, and onboarding workflows, ensuring clients are operationally ready post-approval and that service levels are met across onboarding