Senior Officer, Client Assurance

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

eporting to Team Head, Customer Assurance Team, key responsibilities include:

• Reviewing and understanding customers' profile, products purchased and perform update customer's 'MWP' (My Wealth Planner document that is used for assessing customer's financial objectives, risk profile, financial situation & etc.) 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 upscale or relay any customer concerns or questions promptly.

• Taking on additional responsibilities as needed, in line with the evolving requirements of the organization.

• Ability to extend work hours when necessary and/or staggered hours may be needed when necessary.

Job Requirements:

• 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.