Client Relationship Associate

2 weeks ago

Singapore FINBERTY PTE. LTD. Full time

Grounded in no-BS, scientifically-backed solutions, Finberty empowers financial advisors to build teams, generate quality leads, and create meaningful engagement with customers like never before.

We don't just rely on traditional methods; we challenge them. This approach is deeply woven into our culture. We're straightforward (no-BS, to be exact), evidence-driven, and GREAT.

The GREAT Finberty Culture

  • Growth Mindset: We believe in the potential of every individual to grow, learn, and evolve.
  • Respect: Every voice matters. Every idea is valued.
  • Empathy: We understand and care deeply, not just for our clients, but for every member of our team.
  • Action-Driven: We're not about words; we're about doing. Results speak louder.
  • Teamwork: Collaboration is at our core. Together, we achieve more.

Responsibilities

  • Client Support: Act as the first point of contact for client inquiries, providing prompt and efficient service to enhance customer satisfaction.
  • Issue Resolution: Address and resolve client issues, escalating complex cases to the relevant departments while ensuring a swift resolution.
  • Client Education: Inform and guide clients through our products and services, ensuring they understand the value and benefits.
  • Service Excellence: Uphold high service standards, aiming for firstcontact resolution whenever possible.
  • Client Advocacy: Represent client needs and feedback internally, advocating for clientcentric product improvements.
  • Account Maintenance: Assist in maintaining client accounts, ensuring accuracy in documentation and client data.
  • Collaboration: Work closely with crossfunctional teams to streamline service delivery and improve client experiences.
  • Retention Efforts: Contribute to retention strategies by identifying client risks and opportunities, fostering a loyal client base.

Qualifications

  • Bachelor's degree
  • Experience in client service or support is ideal, but fresh grads are considered.
  • Strong commitment to upholding Finberty's GREAT culture in every client interaction.
  • Proven track record in providing exceptional client service.
  • Proficient with CRM systems and modern communication platforms.
  • Excellent communication and interpersonal skills, capable of understanding and resolving client needs effectively.
  • Detailoriented with a knack for accurate recordkeeping and reporting.
  • Understanding of the financial services industry, with a focus on client service trends and best practices.

Benefits:

  • Competitive salary with performancebased incentives.
  • Selflearning funds to encourage personal and professional development.
  • Generous paid time off to promote worklife balance.
  • Continuous learning opportunities for career growth.
  • A dynamic, GREAT work culture that champions individual contribution and collaborative success.
  • Flexibility in working hours and location to support a diverse workforce.
- *Employment visa sponsorship is NOT eligible _
- **Finberty is an equal opportunity employer. We welcome all to join us as we continue to innovate and redefine the financial advisory landscape._

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