Client Advisor/Relationship Manager Assistant
Financial Services Company
About this role
Key Responsibilities Support the onboarding of new clients, including documentation, KYC, and account setup. Maintain client records, update CRM systems, and track relationship activities. Coordinate client meetings, follow-ups, correspondence, and service requests. Assist in preparing client proposals, presentations, investment reports, and account reviews. Identify potential business opportunities and support client acquisition and retention. Liaise with internal teams to ensure timely resolution of client enquiries and service issues. Monitor transaction progress, maintain accurate records, and support compliance with internal policies and regulatory requirements. Prepare periodic reports on client activities, pipeline opportunities, and relationship performance.
Requirements
3-5 years Work Experience