Client Services Associate
A GROWING CAREER AWAITS FOR YOU!
Are you an Operational Rockstar? Would you love to be part of a growing team of energetic, enthusiastic and smart-working individuals?
As an operational rockstar, you will be assisting international financial advisers by streamlining their business processes efficiently.
Responsibilities
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Business and product administration, and managing client reviews.
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Organise and triage incoming messages across email and other channels.
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Maintain the financial adviser’s schedule in line with strategic priorities.
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Organise meeting notes, minutes, and other company information.
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Communication with internal and external stakeholders on behalf of the financial adviser.
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Identify opportunities to improve process efficiency and implement changes.
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CRM Management (Xplan, Midwinter, Plutosoft)
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Take ownership of special projects
Requirements
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Degree, HND, or equivalent in business administration and communication.
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1+ years of experience in a similar role.
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Proven experience and excellence in English verbal and written communications.
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Fast & self-learner with experience working under pressure.
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Proficiency with Microsoft Office, email handling, virtual meeting handling, and telephone communication.
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Ability to organise and synthesise large quantities of information.
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Excellent judgment and desire to continuously improve.
Benefits
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Competitive remuneration packages
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Career advancement opportunities based on performance in the internship
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Exposure to the international financial planning industry
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Performance-based benefits
How to Apply
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If this excites you, please apply by filling out the application form. If the button is not working, you can send your CV directly to abp.recruitement@gmail.com, mentioning the job role you are applying for.