Wealth Advisory Assurance Specialist

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 40,000 - 56,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore seeks a Customer Assurance Associate to review customer profiles, verify MWPs, and document outcomes in a centralized record. You will contact customers by phone to confirm advisory details and products, and maintain accurate records of every interaction.

Collaborating with the sales team to promptly resolve concerns, you may take on additional duties as the organization evolves, with the possibility of extended or staggered hours as needed.

Qualifications

• Excellent customer-centric communication skills.
• Familiarity with FAA regulations and investment/insurance product knowledge is a plus.
• Proficient in Microsoft Excel.

Responsibilities

• Review customer profiles and update MWPs into centralized records for callbacks.
• Contact customers via recorded calls to confirm advisory details and products.
• Maintain accurate records of call outcomes.
• Work closely with the sales team to address customer concerns promptly.
• Take on additional responsibilities as required.
• Possibility of extended/staggered hours when needed.

Skills

Customer service

Interpersonal communication

Tools

Microsoft Excel

Job description

United Overseas Bank Limited (UOB) in Singapore seeks a Customer Assurance Associate to review customer profiles, verify MWPs, and document outcomes in a centralized record. You will contact customers by phone to confirm advisory details and products, and maintain accurate records of every interaction.

Collaborating with the sales team to promptly resolve concerns, you may take on additional duties as the organization evolves, with the possibility of extended or staggered hours as needed.