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Client Services Assistant
Posted on May 7, 2025
- Bukit Merah, Singapore
- 0 - 0 USD (yearly)
- Part Time
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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
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