client services manager(Bugis,5days work)
External
Career Craft · SingaporeS$54K–S$84K/yrFull-timeUnknown6d ago
ComplianceCRMDocumentationStakeholder Management
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Responsibilities
- Act as the primary liaison for assigned clients, managing service requests, feedback, and escalations
- Collaborate cross-functionally to ensure timely, compliant, and high-quality service delivery
- Promote tailored wealth solutions (structured products, private equity, alternative investments, estate planning)
- Identify opportunities to cross-sell and upsell wealth management products (mutual funds, insurance-linked investments, retirement plans, structured products)
- Drive acquisition of new clients through referrals, networking, and targeted outreach
- Monitor client satisfaction and implement strategies for continuous improvement
- Coordinate with internal teams (operations, compliance, product) to resolve client issues swiftly and accurately
- Support client onboarding, documentation, and regulatory compliance
- Maintain accurate records and uphold service standards aligned with MAS guidelines
- Job Requirements
- 3+ years' experience in client servicing or relationship management within financial services/banking/fintech
- Strong understanding of financial products, regulatory frameworks, and service workflows
- Excellent communication and stakeholder management skills
- Proficiency in CRM platforms and client reporting tools
- Local Diploma or Degree in Finance, Business, or related field
Benefits
Competitive Starting Salary - Recognizing your value from day oneAnnual Leave - Generous entitlement to support work-life balanceFlexible Benefits - Customizable package to suit your lifestyle and personal needsPerformance Bonus - Rewarding your contributions and achievementsProfessional Development - Ongoing training and career growth opportunitiesSupportive Culture - A collaborative, inclusive environment that champions teamwork and innovation*We regret that only shortlisted candidates will be notified.Your Profile will be kept in our database for more career opportunities.We wish you all the best in your job search.EA personnel: Ong Ping TiongEA personnel Reg No: R25127323EA License No: 24C2562
Additional Information
As part of our business expansion, our client is seeking two proactive, relationship-driven Client Services Managers to strengthen our client portfolio and drive revenue growth. This role is pivotal in ensuring exceptional service delivery and directly contributing to business development.
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