Client Service Executive/Wealth Management Support Executive/Client Operations Executive/Client[...]

PROVIDEND LTD.; Singapore; On-site; SGD 35,000 - 50,000; Full time

Job summary

Une entreprise de services financiers à Singapour recherche un Client Service Executive pour fournir un soutien administratif de haut niveau aux clients. Ce rôle exige une passion pour le service client, une attention minutieuse aux détails et la capacité à travailler de manière autonome tout en étant un membre d'équipe efficace. Les candidats doivent avoir un diplôme et de l'expérience dans le secteur, de préférence financier, pour réussir dans ce poste.

Qualifications

• Expérience de 2-3 ans dans un poste similaire, de préférence dans les services financiers.
• Passionné par l'expérience client et la résolution de problèmes.
• Esprit indépendant et bon joueur d'équipe.

Responsibilities

• Fournir un service complet pour l'onboarding et les demandes clients.
• Gérer le renouvellement du statut d'Investisseurs Accrédités.
• Collaborer avec les conseillers clients et les membres de l'équipe.

Skills

Service à la clientèle

Communication interpersonnelle

Esprit d'équipe

Gestion du temps

Attention aux détails

Education

Diplôme

Tools

Microsoft Office

Xplan

Job description

We are looking for a service-oriented individual who takes pride in delivering outstanding value and service to our valuable clients. As a Client Service Executive, you will provide strong administrative support to our clients and advisers, ensuring their needs are met with the highest level of satisfaction. The main functoins of this exciting position include but are not limited to the following:

• Champion clients' enquiries in a professional, trustworthy and timely manner
• Provide one-stop service in relation to client onboarding, account opening, servicing requests, client details updates, transfers of client folders etc
• Manage the renewal of Accredited Investors status for clients
• Provide logistical support in client events and client delight initiatives
• Collaborate with Client Advisers and team members in service delivery and resolution
• Participate in any other duties as assigned

Requirements:

To be successful in this position, you will be someone who:

• Has a Diploma with at least 2-3 years of relevant working experience preferably in the financial services or insurance industry
• Passionate about client experience and solving clients' concerns
• Possess a strong customer centric personality and mindset
• Possess a pleasant and cheerful disposition
• Possess initiative, drive and exceptional attention to details
• Is an independent worker, able to work without much guidance
• Is a strong team player
• Is driven, tenacious and possess a strong work ethic
• Has excellent interpersonal & communication skills to listen and talk to clients
• Is proficient in Microsoft Office applications, including Word and Excel
• Is familiar with Xplan software will be advantageous