Client Services Specialist (1-Year Contract)

The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities:

1. Attending to client and prospect inquiries about the branch’s WM proposition and processes

2. Providing assistance to the Account Opening/ CDD teams in Singapore and Dubai as well as frontline Relationship Managers and Wealth Advisors seeking to streamline the onboarding experience for clients. This includes helping with

• Name Screening & Source of Wealth corroboration
• Periodic CDD reviews and updates

3. Providing assistance to Wealth Advisors on a day-to-day basis with client inquiries, updation of client KYC documentation, sharing of documentation between teams in Dubai and Singapore, etc.

4. Managing administrative tasks on behalf of the Wealth Advisors including systems access, control assessment testing, client facing stationery, etc.