
Client Services Assistant
1 week ago
We are seeking a **Client Services Assistant** who will be assisting our Wealth Manager. You’ll be the key to ensuring smooth onboarding, prompt follow-up, and efficient client support.
**Key Responsibilities**:
- Provide administrative and service support to clients and advisors
- Coordinate client reviews and follow-up appointments
- Address client inquiries and provide timely updates
- Maintain CRM records and ensure data accuracy
**Requirements**:
- Strong interpersonal and communication skills
- Pleasant disposition and friendly
- Customer service-oriented mindset
- Meticulous and detail-oriented with good time management to assist Wealth Manager
- Proficient in Microsoft Office and digital tools
- Prior experience in financial services or insurance is an advantage
**Why Join Us?**
- Supportive team culture with career progression opportunities
- Gain exposure to the financial advisory and wealth management industry
**Job Types**: Part-time, Permanent, Student job
Pay: From $600.00 per month
Expected hours: 12 per week
**Benefits**:
- Flexible schedule
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Overtime pay
**Education**:
- GCE 'A' Level or equivalent (preferred)
Work Location: In person
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