Find Your Next Job
Client Services Assistant
Posted on May 7, 2025
- Bukit Merah, Singapore
- 0 - 0 USD (yearly)
- Part Time
We are seeking a Client Services Assistant who will be assisting our Wealth Manager. You’ll be the key to ensuring smooth onboarding, prompt follow-up, and efficient client support.
Key Responsibilities:
- Provide administrative and service support to clients and advisors
- Assist in policy applications, documentation, and submissions
- Coordinate client reviews and follow-up appointments
- Address client inquiries and provide timely updates
- Maintain CRM records and ensure data accuracy
Requirements:
- Strong interpersonal and communication skills
- Pleasant disposition and friendly
- Customer service-oriented mindset
- Meticulous and detail-oriented with good time management to assist Wealth Manager
- Proficient in Microsoft Office and digital tools
- Prior experience in financial services or insurance is an advantage
Why Join Us?
- Supportive team culture with career progression opportunities
- Gain exposure to the financial advisory and wealth management industry
Job Types: Part-time, Permanent, Student job
Pay: From $600.00 per month
Expected hours: 12 per week
Benefits:
- Flexible schedule
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Overtime pay
Education:
- GCE 'A' Level or equivalent (Preferred)
Work Location: In person
Tailor Your Resume for this Job
Share with Friends!
Similar Jobs
Social Services Assistant
Job Title: Social Services AssistantCompany Profile:When you join the growing South Cove team, you'…
Full Time | Boston, United States of America
Apply 2 days, 12 hours ago
MAYORS OFFICE OF CONTRACT SVCS
Assistant Director, Service Desk Operations
MAYORS OFFICE OF CONTRACT SVCS Posted On: 05/23/2025 Full-Time Location MANHATTAN No Exam Required …
Full Time | Manhattan, United States of America
Apply 6 days, 12 hours ago
Client Account Manager
Singapore Business management, administration and support Global Wealth Management Job Reference # …
Full Time | Singapore, Singapore
Apply 1 week ago
Assistant Maître D'Hôtel Banquet (H/F) - Villa Pétrusse
Description de l'entreprise LA VILLA PETRUSSE Nous sommes ravis d'annoncer l'ouverture prochaine d…
Full Time | Luxembourg, Luxembourg
Apply 1 week ago
It Programmer Analyst 9-P11 - Qvf Developer
Salary $23.06 - $25.47 Hourly Location Lansing, MI Job Type Permanent Full Time Remote Employment F…
Full Time | Lansing, United States of America
Apply 1 week, 2 days ago
KIDS FIRST Swim Schools, Inc
Assistant Aquatics Manager
Assistant Aquatics ManagerKIDS FIRST Swim School is the largest and fastest growing provider of swi…
Part Time | Perry hall, United States of America
Apply 1 week, 3 days ago
P CONNECT SERVICES PTE. LTD.
Part Time Retail Assistant
Able to commit 3-4 days a week, especially on weekends. Location is at Plaza Singapura or Raffles C…
Part Time | Museum, Singapore
Apply 1 week, 5 days ago
Senior Administrative Assistant (M/F)
Description BDO in Luxembourg is looking for a Senior Administrative Assistant! Who are we? BDO is …
Full Time | Luxembourg, Luxembourg
Apply 2 weeks, 1 day ago