Client Support Specialist

2 weeks ago

Singapore beBeeInvestment Full time $4,000 - $6,000
Client Support Professional

As a Client Advisor Associate, you will collaborate with senior team members in client-facing support roles, gaining hands-on experience in investment execution, portfolio administration, and daily relationship management.

Key Responsibilities:
  • Support Client Advisors and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
  • Prepare meeting materials, portfolio reports, investment proposals, and review packs.
  • Respond to client inquiries with professionalism and attention to detail.
  • Maintain CRM data integrity and support administrative workflows.
  • Coordinate calendars, travel schedules, and meeting logistics.
  • Provide coverage during RM absences to ensure uninterrupted client support.
Business Management:
  • Liaise with compliance, legal, and operations teams for enhanced client satisfaction.
Benefits:

This role offers opportunities for professional growth, collaboration, and expertise development in client-facing support.

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