Client Services Assistant

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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