Senior Officer, Client Assurance Officer

UOB; Singapore; On-site; SGD 42,000 - 62,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a Customer Assurance Associate in Singapore to review customer profiles, document Wealth Planner details, and contact customers to validate advisory outcomes. The role requires strong customer focus and precise record-keeping.

You will work with the sales team to address customer questions, maintain detailed notes, and may extend or stagger hours as needed to support business requirements.

Qualifications

• Customer-centric with excellent interpersonal communication.
• Proficient in Microsoft Excel.

Responsibilities

• Review customers’ profile, products purchased and update customer’s MWP (My Wealth Planner) into a centralized record for callbacks.
• Reach out to customers via recorded phone to confirm advisory details, products and risks following a script.
• Maintain accurate records of outcomes of customer calls.
• Collaborate with the sales team to promptly escalate or relay customer concerns.
• Take on additional responsibilities as needed; may extend or stagger hours when required.

Skills

Customer service

Interpersonal skills

Tools

Microsoft Excel

Job description

Company: 1011 United Overseas Bank Ltd

About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

• Reporting to Team Head, Customer Assurance Team
• 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 elevate 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.

Additional Requirements

• Be a Part of the UOB Family
• UOB is an equal opportunity employer.
• UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.
• All employment decisions at UOB are based on business needs, job requirements and qualifications.
• If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.