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27-02-2024
01-12-2025
Private Sector
Full Time
Investment/Finanace/PR
Investment Management

Job Description

The Role The role represents the opportunity to join a top organisation Client Details Multi-billion dollar investment management and advisory firm Description As a Client Services Professional you will play a pivotal role in maintaining and enhancing the client experience by providing unparalleled support and assis

Job Details

Job description / Role
Employment: Full Time
The role represents the opportunity to join a top organisation


Client Details

Multi-billion dollar investment management and advisory firm


Description

As a Client Services Professional, you will play a pivotal role in maintaining and enhancing the client experience by providing unparalleled support and assistance. You will serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring their needs are met with efficiency and professionalism. Your responsibilities will include:

* Managing client onboarding process, including Know Your Customer (KYC) procedures and documentation requirements
* Conducting thorough KYC checks to verify client identities, assess risk levels, and ensure compliance with regulatory standards
* Building strong relationships with clients to understand their objectives and preferences
* Managing client inquiries via phone, email, and in-person meetings
* Collaborating with internal teams to address client requests and concerns
* Providing product information, performance updates, and account assistance
* Proactively identifying opportunities to improve processes and enhance the client experience


Job Offer

* Opportunities for professional development and career advancement
* Dynamic and collaborative work environment
* Exposure to diverse clients and investment strategies
* Chance to be part of a reputable firm committed to excellence in client service

Requirements
* Fluent in Arabic (GCC dialect)
* Based in the UAE
* Bachelors degree in finance, business, or related field
* Prior experience in client services (1-3 years) within the financial services industry preferred
* Strong understanding of KYC procedures and regulatory requirements
* Exceptional communication and interpersonal skills
* Strong problem-solving abilities and attention to detail
* Ability to multitask and prioritize in a fast-paced environment
* Proficiency in MS Office suite and CRM software

Location Map

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Job Notes

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