Current jobs related to Associate, Client Services - Singapore - Dimensional Fund Advisors
-
Client Services Associate
3 days ago
Singapore beBee Careers Full timeJob Title: Client Services Associate We are seeking a talented and dedicated client services associate to join our team. Responsibilities: Deliver exceptional client service by handling and resolving client inquiries in a timely and professional manner. Prepare and manage client quotations, ensuring accuracy and attention to detail. Build and...
-
Client Services Associate
3 days ago
Singapore THE ASTUTE PARENT PTE. LTD. Full timeThe Client Service Associate will provide technical and client relationship support to Josh Tan and the Advisory Team. The Client Service Associate will also be responsible for providing paraplanning support and performing research regarding complex client issues. Essential Duties and Responsibilities: - Provide paraplanning and research support to Josh...
-
Client Service Associate
2 weeks ago
singapore MINMED GROUP PTE. LTD. Full timeThe Client Service Associate is part of a dynamic teamproviding concierge level customer service and patient care atMinmed Screening Centres. The Client Service Associate is animportant touch point and a service ambassador when participantsvisit us for their healthscreening.Role &Responsibilities:Provide a high level of customer care to participants whovisit...
-
Client Service Associate
21 minutes ago
Singapore MINMED GROUP PTE. LTD. Full timeThe Client Service Associate is part of a dynamic team providing concierge-level customer service and patient care at Minmed Health Screeners. The Client Service Associate is an important touch point and a service ambassador when patients attend for Executive Health Screening. **Role & Responsibilities**: - Provide a high level of customer care to patients...
-
Client Service Associate
2 weeks ago
Singapore beBee Careers Full timeJob SummaryWe are seeking a skilled Associate to manage a portfolio of clients and ensure the delivery of scope of services detailed in service agreements. The ideal candidate will have excellent organizational and communication skills, as well as experience with HRIS systems and payroll processing.
-
Client Services Associate
18 hours ago
Singapore THE ADVISORS GROUP PTE. LTD. Full time**About Us At Dorothy Chong & Associates, we are devoted to delivering customized solutions to our treasured clients in the areas of financial planning, including investment portfolio management and retirement planning. We are a team of highly-recognized professionals, established for more than 30 years. And we are constantly striving to improve and expand...
-
Client Service Associate
2 weeks ago
Singapore MINMED GROUP PTE. LTD. Full timeRoles & ResponsibilitiesThe Client Service Associate is part of a dynamic team providing concierge level customer service and patient care at Minmed Screening Centres. The Client Service Associate is an important touch point and a service ambassador when participants visit us for their health screening.Role & Responsibilities: Provide a high level of...
-
Client Service Associate
2 weeks ago
Singapore MINMED GROUP PTE. LTD. Full timeRoles & ResponsibilitiesThe Client Service Associate is part of a dynamic team providing concierge level customer service and patient care at Minmed Screening Centres. The Client Service Associate is an important touch point and a service ambassador when participants visit us for their health screening.Role & Responsibilities:Provide a high level of customer...
-
Client Service Associate
2 weeks ago
Singapore MINMED GROUP PTE. LTD. Full timeRoles & ResponsibilitiesThe Client Service Associate is part of a dynamic team providing concierge level customer service and patient care at Minmed Screening Centres. The Client Service Associate is an important touch point and a service ambassador when participants visit us for their health screening.Role & Responsibilities:Provide a high level of customer...
-
Client Service Associate
2 days ago
Singapore WESTERN ASSET MANAGEMENT COMPANY PTE. LTD. Full timeAs Client Service Associates (CSAs), you are a member of the International Client Service and Marketing Support team and contributes to our mission of not only deliver the best portfolio performance, but also the best service to our clients while maintaining the highest standards of ethics. We are seeking a bright, articulate, and detail-oriented associate...
Associate, Client Services
2 weeks ago
Notes to applicants:
- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
**Job Description**:
Global Client Services Group
Global Client Services Group (GCSG) collaborates with our sales teams, as well as departments across Dimensional, to deliver an impeccable client experience and provide strategic resources to our clients. The Singapore Client Servicing Team sits within Global Client Group and services Dimensional's sales channels across Asia ex Japan institutional businesses by providing a broad suite of highly customized reports along with a suite of standardized solutions. These reports include due diligence questionnaires, reconciliations, requests for information and board reports, and client review questionnaires to meet our clients reoccurring reporting needs.
The Opportunity
As an Associate you will be responsible for generating reports for the institutional sales team to assist in building, maintaining and strengthening client relationships.
Reporting directly to the Manager, Client Services, this position is based in our Singapore office and is the perfect role for someone who demonstrates drive, ambition, and initiative.
**Responsibilities**:
- Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers.- Provide performance data and prepare analytical material used during client reviews and presentations.- Provide quality control for client reports and requests and support day-to-day activities.- Assist with initial fundings, ad-hoc transactions, responding to ad-hoc client servicing queries and managing other recurring client deliverables.- Responsible for coordinating due diligence and client questionnaires.- Database maintenance and compilation of business statistics.- Maintain accurate client and consultant information and reporting records in the CRM system.- Identify and develop processes or methodologies that improve service to clients.- Provide assistance to senior members of the team where necessary.
**Qualifications**:
- Bachelor's Degree in Finance, Business, Economics or related field (with strong academic results).- At least 2 years’ experience in the financial services industry.- Demonstrable track record delivering an exemplary client service.- Proven analytical and numeracy skills with a high attention to detail.- Background or strong interest in finance/investments.- Solid written and verbal communication and interpersonal skills.- Ability to work effectively in a fast-paced environment and to tight deadlines.- Confident self-starter capable of managing multiple projects.- Strong computer skills with proficiency in Excel, PowerPoint and Word.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.
