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    Client Services Associate - Dubai, United Arab Emirates - Jobot

    Jobot
    Jobot Dubai, United Arab Emirates

    1 week ago

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    Description

    Why join us?

    Benefits

    • Paid Company Benefits
    • 10% annual bonus (potential to be higher, based on company performance)
    • Unlimited PTO
    • Amazing culture and exposure to partnering with executives and directors
    • Great growth path
    • Paternity and Maternity leave
    • 401(k) match

    Job Details

    Job Details

    Our firm is seeking a highly motivated and experienced Permanent Client Services Associate to join our dynamic team. This position offers an exciting opportunity to play a vital role in our financial services team, responsible for providing top-notch client service and contributing to our organization's success. The ideal candidate will have a solid understanding of investment concepts, financial planning, and wealth management technology systems, coupled with a passion for delivering exceptional customer service.

    Responsibilities

    • Process new account applications in a timely and efficient manner, ensuring all necessary documentation and compliance requirements are met.
    • Prepare presentations and materials for client meetings, demonstrating a solid understanding of the client's financial objectives and our firm's investment strategies.
    • Perform various administrative duties including maintaining client records, scheduling appointments, and coordinating communications between clients and our financial advisors.
    • Utilize MS Office to create reports, manage data, and assist in the preparation of financial plans and investment portfolios.
    • Respond to client requests promptly and professionally, providing accurate information and solutions to their inquiries and concerns.
    • Leverage wealth management technology systems to enhance client relationships, improve service delivery, and support our firm's financial strategies.
    • Stay updated with the latest trends and developments in the financial services industry to provide informed advice and service to our clients.

    Qualifications

    • Ideally 1-3 years of experience in a client services role within the financial services industry.
    • Proficient in MS Office Suite, including Word, Excel, PowerPoint, and Outlook.
    • Solid understanding of financial planning, investment concepts, and wealth management technology systems.
    • Excellent communication and interpersonal skills, with a proven ability to build strong client relationships.
    • Strong organizational and multitasking abilities, with a keen attention to detail.
    • Demonstrated ability to work effectively both independently and as part of a team.
    • A bachelor's degree in finance, business, or a related field is highly preferred.
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