Wealth Advisory Sales Support Specialist

Placement Professionals, LLC; Singapore; On-site; SGD 40,000 - 58,000; Full time

Job summary

Placement Professionals, LLC in Singapore is seeking a client service coordinator to support senior account staff with document handling, lead tracking, and client outreach. You will gather information from clients, ensure compliance, and help maintain high service levels for affluent accounts.

The role requires a diploma in business-related fields and 3–4 years of experience in coordination or client service, with strong communication and organizational skills.

Qualifications

• Diploma in Business Administration, Finance, Marketing, or related field.
• 3–4 years in a support, coordination, or client service role.
• Strong scheduling and prioritization capabilities; ability to work independently
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent written and spoken communication

Responsibilities

• Draft visual pitch books and materials for account executives to use during client meetings.
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Guarantee that all consumer inquiries and demands are resolved quickly and uniformly
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Assist account managers in delivering premium service to affluent accounts to secure ongoing loyalty
• Collaborate with patrons, internal operations, and vendor networks to guarantee swift document handling and execution of consumer needs
• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Manage ongoing communication and calendar scheduling for potential and current clients alongside corporate associates.

Skills

Microsoft Office

Communication skills

Teamwork

Customer service

Education

Diploma in Business Administration/Finance/Marketing

Job description

Placement Professionals, LLC in Singapore is seeking a client service coordinator to support senior account staff with document handling, lead tracking, and client outreach. You will gather information from clients, ensure compliance, and help maintain high service levels for affluent accounts.

The role requires a diploma in business-related fields and 3–4 years of experience in coordination or client service, with strong communication and organizational skills.