Part-Time Client Service Executive – Wealth Planning Support

UNICORN FINANCIAL SOLUTIONS; Singapore; On-site; SGD 30,000 - 47,000; Part time

Job summary

UNICORN FINANCIAL SOLUTIONS is seeking an organised and personable administrator to support a family wealth planning practice in daily administration and client servicing. The role offers training with progression to more client-facing responsibilities, including meeting clients to update information and coordinate routine servicing matters.

You will manage documents, client records and scheduling, liaise with insurers, and assist with events and operational tasks.

Qualifications

• Good organisational skills and attention to detail.
• Clear communication and a warm, professional manner.

Responsibilities

• Prepare and organise documents for client meetings, applications and servicing requests.
• Maintain accurate client records, databases and digital filing systems.
• Check documents for completeness and follow up on outstanding information.
• Liaise with insurers and other service providers to track submissions and resolve administrative matters.
• Coordinate appointments, manage schedules and arrange client review meetings.
• Monitor emails and client messages, highlighting matters requiring attention.
• Assist with client events, workshops and other operational tasks.
• Respond to routine client enquiries and assist with administrative requests.
• Coordinate updates to client particulars and supporting documents.
• Track outstanding servicing matters and ensure timely follow-through.
• Prepare meeting notes and maintain clear records of client requests and agreed actions.
• Handle confidential information with care and professionalism.
• Attend client meetings to support documentation and follow-up.
• Conduct scheduled client information update sessions using an approved checklist.
• Assist clients with routine servicing forms and document collection.
• Identify matters requiring the financial consultant’s attention and arrange further discussions.

Skills

Organisational skills

Communication

Client service

Microsoft Office

Tools

Outlook

Excel

Job description

UNICORN FINANCIAL SOLUTIONS is seeking an organised and personable administrator to support a family wealth planning practice in daily administration and client servicing. The role offers training with progression to more client-facing responsibilities, including meeting clients to update information and coordinate routine servicing matters.

You will manage documents, client records and scheduling, liaise with insurers, and assist with events and operational tasks.