Wealth Advisory Client Services Specialist

PowerToFly; Singapore; On-site; SGD 42,000 - 110,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role involves managing client relationships, onboarding, and account maintenance. Candidates should possess strong interpersonal skills, a high school diploma, and preferably have industry experience. Active Series 7 and other relevant licensure is required for this role, which offers competitive compensation and a supportive work environment.

Benefits

Comprehensive employee benefits

Training and education programs

Qualifications

• High School Diploma/Equivalency required.
• Active Series 7, Series 66 or Series 63 and Series 65 licenses are essential.
• Preference for candidates with two or more years of industry experience.

Responsibilities

• Provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s).
• Assist in cultivating and enhancing client relationships.
• Manage client onboarding and account maintenance.

Skills

Interpersonal skills

Detail-oriented

Organizational skills

Advanced Microsoft Office skills

Time management skills

Ability to work in fast-paced environment

Goal-oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, 66, 63, or 65 licenses

Tools

Microsoft Office

Job description

A leading financial services firm in Singapore is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role involves managing client relationships, onboarding, and account maintenance. Candidates should possess strong interpersonal skills, a high school diploma, and preferably have industry experience. Active Series 7 and other relevant licensure is required for this role, which offers competitive compensation and a supportive work environment.