Client Services Manager

4 weeks ago

Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time
Roles & Responsibilities

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.


Due to our consistent expansion of business, we are keen to hire a new Client Services Manager to join our team. This is mainly an administrative role that will require a proficient and enthusiastic individual. You will be working alongside our Financial Advisors to provide support in the day-to-day tasks of Financial Planning and to liaise with clients. In return, we can offer you unparalleled career path potential, valuable training and experience in the world of financial services in a lively professional working environment.


There will be a PA element to the role including arranging follow ups, general administration and preparing client reports and documentation for meetings. The ideal candidate will therefore need to be meticulous and detail-oriented ensuring that there are no oversights. We are looking for people who are driven and have displayed an active interest in the financial services sector. This will be an opportunity for the right candidate to learn a great deal about the industry and grow and expand quickly.


Why GFC?:

- Training & Support Provided – We ensure that you’re given opportunities to succeed

- Career Advancement Opportunities

- Quarterly Team-Building Initiatives

- Close-Knit Environment

- Opportunity to work with a diverse team


Job Responsibilities:

- Preparing client review pack and providers documents and others

- Preparing new business sign up pack

- Preparing statement of advice for existing clients / prospects

- Preparing Pension sign up pack

- Book review meeting for existing clients

- Process and checking of new business application/paperwork to make sure everything is in order before handing over to compliance for their checking

- Email clients outstanding requirements request from providers or forward to Adviser to follow up with client accordingly

- Process client new business or top-up to send over to providers for processing

- Follow up with providers for a status when required by Advisers via email or phone

- Check Advisers calendar daily to make sure there are meeting rooms being booked

- Scan in all confirmation/correspondence letters from providers to clients folder

- Frequently check incoming emails for Adviser/providers requests or queries

- Chase providers for new business on the pipeline for the respective Advisers you are working for

- Submission of monthly spreadsheets to ensure maintainance of client details/status in CRM system

- Any other general administrative work and other various ad hoc duties


Job Requirements:

· 2+ years of industry-related financial para-planner/client services manager experience preferred

· Proficient in English both verbal and written

· Preferred to have CMFAS papers done

· Comfortable with speaking to clients

· IT Savvy

· Detailed and meticulous

· Good time management

· Excellent communication and interpersonal management skills

· Independent and self-motivated

· Responsible individual with a positive mindset

· Dynamic, proficient and result driven personality

· Ability to prioritise and manage own workload without supervision


We regret to inform that only shortlisted candidates will be contacted.


Tell employers what skills you have

Wealth Management
Communication
Management Skills
Administrative Work
Relationship Management
Administration
Time Management
Customer Service
Initiative
Financial Services

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