Job Role : Head of Client Services
The Role :
Providing continuous account and administrative support to existingand new clients of The Company. Taking the lead in onboarding newclients from an account perspective and setting up all accesspoints including online login.
Coordinating with Compliance,Operations and Relationship Managers post the sales process toensure a timely manner of client acquisition.
Proactively providing continuous post-sale support toRelationship Managers and Department Head.
Handling of all existing clients account queries andrequests, including statements of accounts, FXs, inward and outwardtransfers, subscriptions and redemptions across all product andservice lines.
Assisting Client Coverage Headand CCP Team Members in preparing presentations, draftingcorrespondence and communication templates, and other adminfunctions.
Preparing all lists andrequirements for account opening documentations for all clienttypes and categories, related to KYC, Risk and Compliance,Operations, including recent updates and expedite the accountopening process.
Actively following up onmissing and uncompleted account opening documents and informationas per guidelines of the regulator, be it for the Central Bank ofthe UAE and SCA with understanding of regulations and commerciallaw.
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 quarterlybasis.
Capturing of departmental minutes of meetings.
Preparing client lists as per RMs, client holdingsincluding both static and transactional information. Generatingportfolio statements, single stock holdings etc.
Input and continuous update of client information oninternal systems and CRM.
First point ofcontact for client's complaint and raising with the RM andDepartment Head.
Knowledgeable and activelyparticipating in all product and service lines, including newlaunches and amendments to any of the product lines andcommunicating the same to RM's and Clientsalike.
Communicate effectively, efficiently,both internally and externally to clients in the utmostprofessional manner.
Responsible for allpotential leads and inquiries received either by phone or throughthe company's website. Report all leads and inquiries toCCP Head appropriately.
Follow all internaland regulatory policies, procedures and processes and ensureimplementation.
Qualifications & DesiredSkills :
BachelorDegree - Business Administration
Bilingual inArabic and English
Customer ServiceCertifications and Training
5 -7 Yearsrelevant banking industry experience in a similar role
Proficient use ofExcel, Word and PowerPoint
High level ofcommunication skills in both Arabic and English, with ability totype in both languages
Skills in developing,managing and running email campaigns