Client Services

4 days ago

Singapore CJO MANAGEMENT PTE. LTD. Full time

Overview:

We are seeking a proactive and detail-oriented individual to support our financial advisory practice. The role involves client servicing, administrative support, and ensuring smooth coordination of client engagement activities.

Key Responsibilities:

  • Client Relationship Support

  • Manage, schedule and coordinate meetings.

  • Assist with birthday gifting, client appreciation initiatives, and other relationship-building activities.

  • Provide support for claims servicing and ensure timely follow-up with clients.

  • Share health and investment updates with clients where required.

  • Administrative & Data Management

  • Prepare and maintain Excel reports for client tracking, claims, and updates.

  • Update CRM systems & frameworks with accurate and timely information.

  • Confirm and coordinate client appointments, ensuring schedules run smoothly.

  • Support the advisor in system updates, workflow improvements, and project-specific admin tasks.

  • Assist in ad-hoc tasks to ensure smooth business operations.

Requirements:

  • Strong organizational and time management skills.

  • Proficiency in Microsoft Excel and Canva tools.

  • Good communication and interpersonal skills.

  • Attention to detail and ability to handle sensitive client information with confidentiality.

  • Able to start work immediately

  • Possess laptop to work

  • Prior experience in client servicing, financial services, or administrative roles is a plus.

Work Arrangement:

  • Flexible (part-time or full-time, 3-5 day work week).

  • $10 / hour ($12 / hour after probation)

  • Hybrid / remote work arrangements may be considered after probation

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