Client Support Specialist

2 days ago

Singapore beBeeWealth Full time $45,000 - $90,000

This role is ideal for a detail-oriented individual who enjoys working with clients in a supportive capacity.

As a Wealth Management Associate, you will collaborate closely with senior Relationship Managers to deliver exceptional client service and administrative support. Key responsibilities include:

  • Providing day-to-day support to RMs and Team Heads with tasks such as client onboarding, documentation, data entry, and post-meeting follow-ups
  • Preparing meeting materials, portfolio reports, investment proposals, and review packs
  • Maintaining CRM data integrity and supporting administrative workflows
  • Coordinating calendars, travel schedules, and meeting logistics
  • Offering coverage during RM absences to ensure seamless client support

Beyond client servicing, you will also have opportunities to develop your business acumen through liaison work with compliance, legal, and operations teams.

We are seeking a highly organized and proactive individual who can effectively balance multiple priorities and deadlines.

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