Client Services Associate

2 weeks 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



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