Find Your Next Job

Client Services Assistant

Posted on May 7, 2025

  • Part Time

Client Services Assistant

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


Redzgroup Pte Ltd Redzgroup Pte Ltd

Hair Assistant

Job Title: Hair AssistantJob Level: Entry-level to Technical DirectorDepartment: Beauty DepartmentL…

Full Time | Orchard, Singapore

Apply 17 hours, 6 minutes ago

New Zealand Government New Zealand Government

Senior Auditor Or Assistant Audit Manager

Senior Auditor or Assistant Audit Manager roles - Christchurch At Audit New Zealand, we're proud to…

Full Time | S, New Zealand

Apply 6 days, 17 hours ago

WLNETV/ABC6 WLNETV/ABC6

Account Executive - 129250

Job Summary:Standard Media/WLNE ABC 6 in Providence is seeking an entry level Account Executi…

Full Time | Providence, United States of America

Apply 1 week ago

Cushman & Wakefield Cushman & Wakefield

Client Accountant

Job Title Client Accountant Job Description Summary Provide leadership and supervision to accountin…

Full Time | Luxembourg, Luxembourg

Apply 1 week, 5 days ago

jetfly jetfly

Stage Gestion Des Contrats/Assistant Administratif - Septembre 2025

Rejoignez Jetfly, une entreprise leader dans l'aviation d'affaires partagée, dont le si&egra…

Internship | Senningerberg, Luxembourg

Apply 1 week, 5 days ago

Forvis Mazars Singapore Forvis Mazars Singapore

Assistant Manager, Marketing & Communications

Join our leading professional services firm as an Assistant Manager, Marketing & Communications…

Full Time | Singapore, Singapore

Apply 1 week, 6 days ago

Deloitte Deloitte

Hr Support Intern

Your future team This is a fantastic opportunity if you are looking to start your HR career or take…

Internship | Luxembourg, Luxembourg

Apply 1 week, 6 days ago

Avega Avega

Compliance Assistant

Your mission Assisting the Compliance team in providing support to the business as well as to exter…

Full Time | L0l, Luxembourg

Apply 1 week, 6 days ago