Client Assurance Specialist – Wealth & Risk Liaison

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 47,000 - 71,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore is seeking a Customer Assurance Team member to review customer profiles, update My Wealth Planner records, and contact customers to confirm advisory details and risks. You will maintain accurate call outcomes and collaborate with the sales team to address customer concerns.

The role requires strong customer service, interpersonal and Excel skills, with FAA regulation knowledge as a plus. Flexibility to extend hours may be needed.

Qualifications

• Customer-centric and excellent interpersonal communications skills for effective customer interactions.
• Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance Products will be an advantage.
• Proficient in Microsoft Excel.

Responsibilities

• Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ into a centralized record for callbacks.
• Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions.
• Maintaining accurate records of the outcome of the calls with customers.
• Working closely with the sales team to promptly escape or relay any customer concerns or questions promptly.
• Taking on additional responsibilities as needed, in line with the evolving requirements of the organization.

Skills

Customer service

Interpersonal skills

Communication

Tools

Microsoft Excel

Job description

1011 United Overseas Bank Ltd in Singapore is seeking a Customer Assurance Team member to review customer profiles, update My Wealth Planner records, and contact customers to confirm advisory details and risks. You will maintain accurate call outcomes and collaborate with the sales team to address customer concerns.

The role requires strong customer service, interpersonal and Excel skills, with FAA regulation knowledge as a plus. Flexibility to extend hours may be needed.