Client Services Manager
FinMark Capital Limited is seeking a Client Services Manager to join their growing wealth management team in Dubai. The role focuses on end-to-end client servicing, including reporting, onboarding, KYC, and supporting investment instructions. The successful candidate will work closely with Relationship Managers and the Compliance team to maintain operational excellence. Experience in financial services and advanced Excel proficiency are required to manage complex client documentation and interactions.
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Experience
Experience not specified
Function
Operations
Work mode
Onsite, United Arab Emirates
Company
Tier 2
What you will work on
FinMark Capital Limited is seeking a Client Services Manager to join their growing wealth management team in Dubai. The role focuses on end-to-end client servicing, including reporting, onboarding, KYC, and supporting investment instructions. The successful candidate will work closely with Relationship Managers and the Compliance team to maintain operational excellence. Experience in financial services and advanced Excel proficiency are required to manage complex client documentation and interactions.
TAL's take
Stable mid-tier financial firm with a clearly defined operational role, though YOE requirements are unspecified.
Well-defined operational responsibilities specific to wealth management client services.
Must haves
- Expertise in Customer Satisfaction and Client Services
- Advanced proficiency in Microsoft Excel
- Strong Analytical Skills
- Excellent Communication and Customer Service abilities
- Experience in managing client relationships within a financial services domain
- Bachelor’s degree in Finance or Business Administration
Tools and skills
About the company
unfamiliar company, default mid-tier