Client Services Associate

5 days 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 our area of reach to impact more lives.

We represent Prudential Singapore, one of the top life insurance companies in Singapore, serving financial & protection needs for over 85 years. We also belong to TAGroup organization that is guided by our 4 values
- Giving, Genuine, Ground-breaking and Growing.

**Job Responsibilities
As a Client Services Associate, you will be responsible for rendering excellent sales support to our Financial Consultants and Director, and establishing customer support practices and sales support to our customers.
- Proactively monitoring clients’ portfolios and identifying any risks/issues to the trusted Financial Consultant
- Working closely with the Director and Financial Consultants to complete requests for proposals for both new client deals and those with existing relationships
- Assist in the preparation of product presentations for clients
- Deliver superior client servicing and enhance the overall customer service experience
- Administrative and documentation support as required
- Middle-office function based in an office setting

**Job Requirements**
- A recognized diploma with at least 1 year of customer service experience preferred
- Pleasant personality with excellent communication and interpersonal skills
- Strong organization and time management skills
- Proven ability to work independently and under pressure
- Team player with a positive attitude
- Proficient in MS skills such as Excel and PowerPoint

  • Client Service Associate

    3 days ago

    Singapore HarbourVest Partners Full time

    Job Description Summary HarbourVest is seeking a Client Service Associate to join our Client Service Organization. This role will work closely with Account Managers and across HarbourVest functional teams to complete daily inquiries from different clients across all types of funds and accounts. HarbourVest’s clients are primarily institutions including...

  • Client Services Associate

    7 days ago

    Singapore THE ASTUTE PARENT PTE. LTD. Full time

    The 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 Services Associate

    2 weeks ago

    Singapore beBeeclient Full time $40,000 - $60,000

    Job Title:Client Services AssociateSupport the growth of our APAC business by resolving client queries and issues.

  • Client Services Associate

    1 week ago

    Singapore beBeeclient Full time

    Job Title: Client Services Associate Support the growth of our APAC business by resolving client queries and issues.

  • Client Service Associate

    2 weeks ago

    Singapore MINMED GROUP PTE. LTD. Full time

    The 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

    1 week ago

    Singapore MINMED GROUP PTE. LTD. Full time

    The 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 care to participants...

  • Client Service Associate

    5 days ago

    Singapore MINMED GROUP PTE. LTD. Full time

    The 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 care to participants...

  • Client Services Associate

    3 days ago

    Singapore Anton Murray Consulting Full time

    Singapore- Asset Management- PermanentOur client is a prominent global asset manager, with a well-established office in Singapore. They are seeking to hire a **Client Services Associate** to work as part of the Global Client Group [GCG]. This is an exceptional opportunity for an applicant with 1-3 years’ post-grad experience, seeking to join a high profile...

  • Client Service Associate

    1 week ago

    Singapore MINMED GROUP PTE. LTD. Full time

    Roles & Responsibilities The 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 beBeeClientService Full time $80,000 - $120,000

    Client Service AssociateWe are seeking a skilled Client Service Associate to join our team. This is an exciting opportunity for a motivated individual to work closely with Relationship Managers in managing and developing client relationships.Key Responsibilities:Support Relationship Managers in providing timely and accurate support on client requests and...