Job Description:
- Assisting consultants to provide great sales support for their own pool of clients & schedule in-person sessions for them.
- Ensuring the client database is accurately updated so that different categories of clients can be identified more efficiently.
- Support backend operations such as submission of business & reimbursement policy forms with great efficiency.
- Writing an essay report on current financial trends (if required).
- Communicating regularly with clients to keep them informed and address any concerns
- Collecting of client’s feedback to assess satisfaction and find areas for improvement
- Reporting on client satisfaction trends and suggest improvements
Job Requirements:
- Min Diploma in Banking or Finance relevant discipline
- No prior experience required as on job training provided
*Please be notified that only shortlisted candidates will be notified*
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EA Personnel Name: Chan Jun Wei
EA Personnel No: R1543992
EA License No: 21C0845
