Senior Client Assurance & Advisory Specialist

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED in Singapore is seeking a Customer Assurance Team member to support customer interactions and ensure accurate record-keeping of advisory calls. The role involves updating the MWP document and coordinating with the sales team to address customer concerns.

The candidate should have strong customer-centric communication skills, knowledge of regulatory considerations, and proficiency in Excel. Some flexibility with extended or staggered hours may be required.

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

• Review customer profiles and update the MWP document into a centralized record for callbacks.
• Reach out to customers via recorded phone to confirm advisory details, products, risks, following scripted questions.
• Maintain accurate records of the outcome of customer calls.

Skills

Customer focus

Interpersonal skills

FAA regulations knowledge

Excel

Tools

Excel

Job description

UNITED OVERSEAS BANK LIMITED in Singapore is seeking a Customer Assurance Team member to support customer interactions and ensure accurate record-keeping of advisory calls. The role involves updating the MWP document and coordinating with the sales team to address customer concerns.

The candidate should have strong customer-centric communication skills, knowledge of regulatory considerations, and proficiency in Excel. Some flexibility with extended or staggered hours may be required.