Client Support Executive

3 weeks ago

Singapore AR CAPITAL PTE. LTD. Full time
Roles & Responsibilities

Are you a highly motivated and detail-oriented individual with a passion for client service? AR Capital is seeking a capable Client Support Executive to support our Head of Business Development. You will play a pivotal role in managing client documentation and administration, including ensuring Know Your Client documentation is in order and meets with Compliance requirements. The ideal candidate will routinely demonstrate meticulous attention to detail, excellent organisation and time management skills, and a keen understanding of client management so as to identify ways to enhance and ensure client satisfaction.

Key Responsibilities:

1. Precise Client Onboarding and Document Management:

  • Execute a meticulously organised administrative onboarding process, ensuring all client documentation is accurately completed, filed, and maintained.
  • Establish and uphold a robust document administration system, guaranteeing easy retrieval and compliance with regulatory standards.
  • Maintain exceptional accuracy in form completion and data entry, minimising errors and ensuring a seamless client experience.

2. Detailed Account Administration and CRM Management:

  • Maintain and update the CRM system with diligence and attention to detail, ensuring all client data, interactions, and transaction activity are accurately recorded.
  • Implement systematic processes for client account administration, ensuring timely delivery of services and precise tracking of client information.
  • Proactively identify and rectify discrepancies in client records, demonstrating a commitment to data integrity

3. Rigorous Compliance Support and Form Processing:

  • Coordinate and assist the Compliance team with the efficient and accurate collation of KYC documents for onboarding and periodic reviews.
  • Ensure all Compliance-related forms are completed with exceptional accuracy and neatness, adhering to strict regulatory guidelines.
  • Anticipate Compliance needs and prepare documents in advance.

4. Efficient Marketing Administrative Support and Material Preparation:

  • Assist the Head of Business Development in preparing precise and well-organised pitch materials, presentations, and proposals.
  • Ensure all marketing support documents are formatted and presented with a high degree of professionalism and accuracy.

5. Organised Event Administrative Support:

  • Assist in the detailed planning and coordination of client events and webinars, ensuring all logistical aspects are handled with precision.
  • Maintain detailed checklists and timelines to ensure event success.

Ideal Candidate:

  • Bachelor's degree or equivalent qualification in finance, economics, business, or a related field with a strong interest in the financial services industry.
  • 1-3 years of experience in client services or a related administrative role, preferably within finance or asset management.
  • Exceptional organisational skills and a meticulous approach to document administration and data entry.
  • Ability to maintain accurate and well-organised records in a fast-paced environment.
  • Strong commitment to accuracy and neatness in all administrative tasks.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), preferably with advanced skills in data management and formatting.
  • Experience with CRM systems (e.g., Salesforce) and the ability to leverage them for efficient client management will be an advantage.
  • Ability to quickly learn and adapt to new software and digital tools.
  • Reliable and dependable individual who takes ownership of tasks and consistently meets deadlines.
  • Proactive problem-solver with the ability to anticipate needs and take initiative to address them.
  • Excellent written and verbal communication skills, with the ability to convey information clearly and concisely.
  • Ability to engage professionally with clients and team members, fostering positive relationships.

If you are a dedicated and enthusiastic individual who thrives in a dynamic and client-focused environment, we encourage you to apply.

Why AR Capital?

  • Be a part of a high-performance team passionate about investing and making a difference.
  • Support cutting-edge investment strategies focused on emerging trends.
  • Gain hands-on experience in a fast-paced and growing industry.
  • Contribute to the success of a well-established investment firm.

About the Company

AR Capital has near 20 years in the asset management space and is a fund management firm with a strong focus on unlocking growth opportunities in emerging secular trends. We offer a dynamic and collaborative work environment where you can learn from experienced professionals and gain insight into the asset management industry.

Tell employers what skills you have

Product Knowledge
CRM
Asset Management
Microsoft Office
Microsoft Excel
Process Improvement
Interpersonal Skills
Relationship Management
Economics
PowerPoint
Adaptable
Compliance
Pressure
Administrative Support
Capital
KYC
Financial Services
Service Delivery

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