Our clients are seeking 3 experienced, relationship-driven Senior Client Servicing Executives to champion exceptional service delivery across their portfolio. In this pivotal role, you’ll serve as the trusted point of contact for clients—ensuring seamless communication, swift issue resolution, and elevated experiences that foster loyalty and long-term partnerships.

Key Responsibilities

• Act as the primary liaison for assigned clients, managing service requests, feedback, and escalations
• Work closely with the Client Servicing Manager to onboard and provide value-added services to clients
• Collaborate cross-functionally to ensure timely, compliant, and high-quality service delivery
• Attend to both existing and new clients on their investment policies, upgrade/new sign-up, or renewal
• Promote tailored wealth solutions (structured products, private equity, alternative investments, estate planning)
• Monitor client satisfaction and implement strategies for continuous improvement
• Coordinate with internal teams (operations, compliance, product) to resolve client issues swiftly and accurately
• Support client onboarding, documentation, and regulatory compliance
• Maintain accurate records and uphold service standards aligned with MAS guidelines

Job Requirements

• At least 2 years of experience in client servicing or relationship management within financial services/banking/fintech/commercial sales
• Strong understanding of financial products, regulatory frameworks, and service workflows
• Proficiency in CRM platforms and client reporting tools
• Local Diploma or Degree in Banking & Finance, Business, or related field

Perks & Benefits
• Competitive Starting Salary – Recognizing your value from day one
• Annual Leave – Generous entitlement to support work-life balance
• Flexible Benefits – Customizable package to suit your lifestyle and personal needs
• Performance Bonus – Rewarding your contributions and achievements
• Professional Development – Ongoing training and career growth opportunities
• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

**We regret that only shortlisted candidates will be notified

Your Profile will be kept in our database for more career opportunities

We wish you all the best in your job search

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562