Find Your Next Job
Client Services Assistant
Posted on May 7, 2025
- Bukit Merah, Singapore
- 0 - 0 USD (yearly)
- Part Time
Tailor Your Resume for this Job
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
Administrative Assistant
Requisition ID: 389778 Position Number: 20056040 Posting End Date: October 13, 2025 City: Winnipe…
Temporary | Winnipeg, Canada
Apply 13 hours, 10 minutes ago
The United Nations Industrial Development Organization (UNIDO)
Team Assistant Finance (For Roster)
Requisition ID: 6410 Grade: G4 Country: Austria Duty Station: Vienna Category: General Service/Admi…
Full Time | Wien, Austria
Apply 13 hours, 12 minutes ago
Town of Weymouth-Recreation
Staff Assistant
STAFF ASSISTANTHiring Range: $48,882.49 to $51,207.00DefinitionThe Staff Assistant supports the dev…
Full Time | North weymouth, United States of America
Apply 15 hours, 23 minutes ago
Conseiller Commercial H/F
ATTILA est le 1er réseau national spécialisé dans la réparation et l&rs…
Full Time | Argentré-du-plessis, France
Apply 3 days, 13 hours ago
Corporate Secretary
Position Available: Corporate SecretaryThe Bereza Group Incorporated (“The Company”) is…
Full Time | Winnipeg, Canada
Apply 3 days, 13 hours ago
Accounts Assistant/ Bookkeeper
FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973,…
Full Time | Listowel, Ireland
Apply 4 days, 13 hours ago
Service Supervisor
We’re looking for a Service Supervisor in Bluffton, SC to lead and grow our satellite office.…
Full Time | Savannah, United States of America
Apply 4 days, 15 hours ago
Ie - Cmf312a Senior Care & Support Worker
Reports to: Field Care Supervisor Summary of role To share with other staff in meeting the personal…
Full Time | Dublin 11, Ireland
Apply 5 days, 13 hours ago