
Client Services Executive
4 weeks ago
Client Services Executive (Up to $6.5K + Performance Bonus, Financial Services)
Responsibilities- Client Servicing: Service the company's clients, who are from top high net worth, ultra high net worth, VIPs, financial institutions. Be the reliable servicing partner, providing support such as onboarding, account opening & servicing, among others.
- Customer Service: Ensure that the servicing of these clients remains compliant, consistent, efficient, and most importantly, caters to their needs.
- Reviews: Continuously study & understand clients' behavior & transactions, to provide tailored service fit for them. Review & enhance - when needed - service offering based on feedback gathered.
- Investor Education: Serve as a reliable source of education for using the platform, knowledge on products, etc.
- Junior executive level positions open for fresh graduates and those with minimal financial services experience.
- Executive level positions open for those with 2 years' experience in the Financial Services space, with strong passion & background in Client Servicing, Business Development, or similar discipline.
EA # 24S2636
Seniority level- Mid-Senior level
- Full-time
- Finance, Customer Service, and Business Development
- Financial Services, Capital Markets, and Banking
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