Senior Client Servicing Executive

CAREER CRAFT PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading client servicing firm in financial services is seeking a professional to manage client relationships and service requests. Responsibilities include onboarding clients, monitoring satisfaction, and resolving issues in collaboration with internal teams. Candidates should have at least 2 years of experience in client servicing or relationship management, along with an understanding of financial products and CRM platforms. The position offers competitive salary, flexible benefits, and opportunities for professional development.

Benefits

Competitive Starting Salary

Generous Annual Leave

Customizable Flexible Benefits

Performance Bonus

Ongoing Professional Development

Supportive Culture

Qualifications

• Minimum 2 years of experience in client servicing or relationship management.
• Strong understanding of financial products and regulatory frameworks.
• Proficient in CRM platforms and client reporting tools.

Responsibilities

• Act as the primary liaison for assigned clients and manage service requests.
• Collaborate with Client Servicing Manager to onboard clients.
• Monitor client satisfaction and implement continuous improvement strategies.

Skills

Client servicing

Relationship management

Proficiency in CRM platforms

Understanding of financial products

Education

Local Diploma or Degree in Banking & Finance or related field

Job description

Key Responsibilities

• Act as the primary liaison for assigned clients, managing service requests, feedback, and escalations
• Work closely with Client Servicing Manager to onboard and provide value-added services to clients
• Collaborate cross-functionally to ensure timely, compliant, and high-quality service delivery
• Attend to both existing and new clients on their investment policies, upgrade/new sign-up, or renewal.
• Monitor client satisfaction and implement strategies for continuous improvement
• Coordinate with internal teams (operations, compliance, product) to resolve client issues swiftly and accurately
• Support client onboarding, documentation, and regulatory compliance
• Maintain accurate records and uphold service standards aligned with MAS guidelines

Job Requirements

• At least 2 years of experience in client servicing or relationship management within financial services/banking/fintech/commercial sales
• Strong understanding of financial products, regulatory frameworks, and service workflows
• Proficiency in CRM platforms and client reporting tools
• Local Diploma or Degree in Banking & Finance, Business, or related field

Perks & Benefits

• Competitive Starting Salary – Recognizing your value from day one
• Annual Leave – Generous entitlement to support work-life balance
• Flexible Benefits – Customizable package to suit your lifestyle and personal needs
• Performance Bonus – Rewarding your contributions and achievements
• Professional Development – Ongoing training and career growth opportunities
• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

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