Senior Officer, Client Assurance

eporting to Team Head, Customer Assurance Team, key responsibilities include:

• Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document that is used for assessing customer’s financial objectives, risk profile, financial situation & etc.) into a centralized record for callbacks.

• Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions.

• Maintaining accurate records of the outcome of the calls with customers.

• Working closely with the sales team to promptly escalate or relay any customer concerns or questions promptly.

• Taking on additional responsibilities as needed, in line with the evolving requirements of the organization.

• Ability to extend work hours when necessary and/or staggered hours may be needed when necessary.

Job Requirements:

• Customer-centric and excellent interpersonal communications skills for effective customer interactions.

• Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance Products will be an advantage.

• Proficient in Microsoft Excel.