Manager, Client Services
Manager, Client Services
acca careers- Posted 4 days ago
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Job Description
About The Company.
A leading international insurance brokerage and wealth planning consultancy with an established global presence. The organization partners closely with premier private banks, family offices, and professional advisory firms to deliver bespoke wealth planning and risk management solutions.
About The Job.
An engaging opportunity has arisen for a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships.
Manage end-to-end policy servicing inquiries and maintenance requests in coordination with financial institution partners, trustees, and insurance underwriters.
Facilitate regular policy assessments, compile portfolio documentation, and help uncover relationship enhancement opportunities.
Oversee documentation workflows and data tracking across client accounts to support seamless post-sales administration.
Coordinate regulatory onboarding, client due diligence assessments, and international reporting standards across varied holding entities.
Serve as a central communication bridge between corporate fiduciaries, banking partners, and insurance providers to uphold high service standards.
Skills And Experience Required.
Demonstrated experience in client relationship management, customer service, or account administration, preferably within insurance or financial services.
Sound foundational knowledge of wealth holding vehicles, fiduciary frameworks, or corporate entities.
Working familiarity with regulatory due diligence standards, anti-money laundering principles, or cross-border tax compliance guidelines.
Effective interpersonal communication capabilities with the ability to manage multifaceted partner and customer relationships.
Competence in office productivity applications and spreadsheet software for reporting and documentation needs.
Please click on the apply button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)
A leading international insurance brokerage and wealth planning consultancy with an established global presence. The organization partners closely with premier private banks, family offices, and professional advisory firms to deliver bespoke wealth planning and risk management solutions.
About The Job.
An engaging opportunity has arisen for a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships.
Manage end-to-end policy servicing inquiries and maintenance requests in coordination with financial institution partners, trustees, and insurance underwriters.
Facilitate regular policy assessments, compile portfolio documentation, and help uncover relationship enhancement opportunities.
Oversee documentation workflows and data tracking across client accounts to support seamless post-sales administration.
Coordinate regulatory onboarding, client due diligence assessments, and international reporting standards across varied holding entities.
Serve as a central communication bridge between corporate fiduciaries, banking partners, and insurance providers to uphold high service standards.
Skills And Experience Required.
Demonstrated experience in client relationship management, customer service, or account administration, preferably within insurance or financial services.
Sound foundational knowledge of wealth holding vehicles, fiduciary frameworks, or corporate entities.
Working familiarity with regulatory due diligence standards, anti-money laundering principles, or cross-border tax compliance guidelines.
Effective interpersonal communication capabilities with the ability to manage multifaceted partner and customer relationships.
Competence in office productivity applications and spreadsheet software for reporting and documentation needs.
Please click on the apply button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)
More Info
Job Type:
Industry:
Employment Type:
Key Skills
regulatory due diligence standards
anti-money laundering principles
spreadsheet software
wealth holding vehicles
corporate entities
cross-border tax compliance guidelines
fiduciary frameworks
office productivity applications
About Company
Skills:
Client onboarding, Client Relationship Management, Listed Derivatives Clearing, Legal and operational documentation, OTC Clearing derivatives products
Client Services Executive / Client Services Manager / Client Services Directorcore team solutions pvt. ltd.
C
Skills:
client feedback satisfaction retention, issue-management, Team Leadership, budget oversight, performance management, standard office software, customer relationship management systems, service-level performance, Problem-solving
Skills:
Visual Merchandising, Administration, Hospitality, Housekeeping, Bakery work, shifts schedules, Customer Service, Physical Fitness, Cashier Service, Cashiering, Multitasking, Customer Satisfaction, Maintaining A Positive Attitude, Scheduling, Restaurant Operation, Attentive, Inventory Management, Able To Work Independently, English language skills
Skills:
Service Delivery, Tableau, Microsoft Excel, Leadership, Customer Service, Multitasking, Process Improvement, Attention To Detail, Work Under Pressure, Project Management, Written Communication, Approachable, Demand Generation, Quality Control
Skills:
Communication Skills, Customer Service, Guest Services, Financial Management