Client Services Assistant
May 07, 2025
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 advisorsAssist in policy applications, documentation, and submissionsCoordinate client reviews and follow-up appointmentsAddress client inquiries …
Bukit merah, S00, Singapore