CONFIDENTIAL Financial Services Abu Dhabi
Providing continuous account and administrative support to existing and new clients of The Company. Taking the lead in onboarding new clients from an account perspective and setting up all access points including online login. Coordinating with Compliance, Operations and Relationship Managers post the sales process to ensure a timely manner of client acquisition.
Proactively providing continuous post-sale support to Relationship Managers and Department Head.
Handling of all existing clients account queries and requests, including statements of accounts, FXs, inward and outward transfers, subscriptions and redemptions across all product and service lines.
Assisting Client Coverage Head and CCP Team Members in preparing presentations, drafting correspondence and communication templates, and other admin functions.
Preparing all lists and requirements for account opening documentations for all client types and categories, related to KYC, Risk and Compliance, Operations, including recent updates and expedite the account opening process.
Actively following up on missing and uncompleted account opening documents and information as per guidelines of the regulator, be it for the Central Bank of the UAE and SCA with understanding of regulations and commercial law.
Reporting on accounts in process, complaints, KYC in-completion, outward and inward transfers, funds, monthly performance and NAVs, subscriptions and redemptions, including other MIS reports on daily, weekly, monthly or quarterly basis. Capturing of departmental minutes of meetings.
Preparing client lists as per RMs, client holdings including both static and transactional information. Generating portfolio statements, single stock holdings etc
Input and continuous update of client information on internal systems and CRM.
First point of contact for client s complaint and raising with the RM and Department Head.
Knowledgeable and actively participating in all product and service lines, including new launches and amendments to any of the product lines and communicating the same to RM s and Clients alike.
Communicate effectively, efficiently, both internally and externally to clients in the utmost professional manner.
Responsible for all potential leads and inquiries received either by phone or through the company s website. Report all leads and inquiries to CCP Head appropriately.
Follow all internal and regulatory policies, procedures and processes and ensure implementation.
Qualifications & Desired Skills:
Bachelor Degree Business Administration
Bilingual in Arabic and English
Customer Service Certifications and Training
5 -7 Years relevant banking industry experience in a similar role
Proficient use of Excel, Word and PowerPoint
Excellent presentation skills
High level of communication skills in both Arabic and English, with ability to type in both languages
Skills in developing, managing and running email campaigns