Client Services Executive

6 days ago


Singapore AR CAPITAL PTE. LTD. Full time

**Key Responsibilities**:

- **Client Onboarding and Relationship Management**:Coordinate the onboarding process for new clients, providing them with a seamless experience. Post onboarding, to build and maintain relationships with clients and assist in follow-up communications.
- **Account Management**:Monitor client accounts to ensure the timely delivery of services. Handle day-to-day client queries, resolving issues and providing solutions to optimize client satisfaction.
- **Administrative Support**:Maintain and update CRM systems with relevant client information, ensuring accurate records of interactions and transaction activity.
- **Compliance Support**:Coordinate and assist the compliance team with the collation of documents for KYC for onboarding and periodic reviews.
- **Sales Support**:Collaborate with Business Development Manager to prepare pitch materials, presentations, and proposals for existing and prospective clients.
- **Event Support**:Assist in planning and coordinating client events and webinars.
- **Product Knowledge**:Maintain a deep understanding of our products, services and investment strategy and effectively communicate such views and convictions to clients.
- **Market Research and Analysis**:Assist Business Development Manager in conducting research on market trends, competitors, and potential clients in the asset management sector to identify new business opportunities.
- **Continuous Learning**:Stay informed on industry trends, regulatory updates, and asset management products to support the team and speak confidently about our offerings.
- Bachelor's degree or equivalent qualification in finance, economics, business, or a related field.
- 1-3 years of experience in business development, client services or a related role within finance or asset management.
- Excellent interpersonal and communication skills (verbal and written) with the ability to engage professionally with clients and team members.
- Keen eye for detail and accuracy, capable of managing multiple tasks and deadlines efficiently.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM systems (e.g. Salesforce) is a plus.
- Self-motivated and eager to learn, adaptable to a fast-paced, dynamic environment.
- Strong interest in the financial services industry.



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