Job description
Job Purpose The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities: Attending to client and prospect inquiries about the branch’s WM proposition and processes 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…