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- Paid CompanyBenefits
- 10% annual bonus (potential to behigher, based on company performance)
- UnlimitedPTO
- Amazing culture and exposure to partneringwith executives and directors
- Great growthpath
- Paternity and Maternityleave
- 401(k) match
- Process new account applications in atimely and efficient manner, ensuring all necessary documentationand compliance requirements are met.
- Preparepresentations and materials for client meetings, demonstrating asolid understanding of the client's financial objectivesand our firm's investmentstrategies.
- Perform various administrativeduties including maintaining client records, schedulingappointments, and coordinating communications between clients andour financial advisors.
- Utilize MS Office tocreate reports, manage data, and assist in the preparation offinancial plans and investmentportfolios.
- Respond to client requests promptlyand professionally, providing accurate information and solutions totheir inquiries and concerns.
- Leverage wealthmanagement technology systems to enhance client relationships,improve service delivery, and support our firm's financialstrategies.
- Stay updated with the latest trendsand developments in the financial services industry to provideinformed advice and service to our clients.
- Ideally 1-3 years of experience in aclient services role within the financial servicesindustry.
- Proficient in MS Office Suite,including Word, Excel, PowerPoint, andOutlook.
- Solid understanding of financialplanning, investment concepts, and wealth management technologysystems.
- Excellent communication andinterpersonal skills, with a proven ability to build strong clientrelationships.
- Strong organizational andmultitasking abilities, with a keen attention todetail.
- Demonstrated ability to workeffectively both independently and as part of ateam.
- A bachelor's degree in finance,business, or a related field is highlypreferred.
Client Services Associate - Dubai, United Arab Emirates - Jobot
Description
Whyjoinus?
Benefits
JobDetails
JobDetails
Our firm is seeking a highly motivatedand experienced Permanent Client Services Associate to join ourdynamic team. This position offers an exciting opportunity to playa vital role in our financial services team, responsible forproviding top-notch client service and contributing to ourorganization's success. The ideal candidate will have asolid understanding of investment concepts, financial planning, andwealth management technology systems, coupled with a passion fordelivering exceptional customerservice.
Responsibilities
Qualifications