Job Description
Are you looking to launch your career in the prestigious Banking and Financial Services sector? PERSOL is seeking a motivated and client-focused Account Servicing Executive to join a premier banking team. This is a unique opportunity to gain industry-standard expertise through a comprehensive paid training program, setting you up for success in the high-stakes world of wealth management.
In this role, you will act as the primary point of contact for our affluent wealth clients. Your core mission is to ensure a seamless, professional, and differentiated client journey that fosters long-term business sustainability and deepens existing relationships. We are looking for individuals who possess a service-oriented mindset, excellent communication skills, and the drive to excel in a fast-paced environment.
If you are passionate about financial services and committed to delivering exceptional customer experiences, we want to hear from you!
Responsibilities
- Deliver personalized, high-quality service to premier wealth clients to ensure a seamless banking experience.
- Proactively address client inquiries, resolve concerns, and provide tailored financial service solutions.
- Support the team in deepening customer relationships through effective communication and relationship management.
- Maintain high levels of accuracy when performing account maintenance and administrative documentation.
- Adhere strictly to banking compliance protocols and regulatory standards to protect client interests.
- Collaborate with internal departments to facilitate smooth account opening and servicing processes.
- Participate in ongoing training to stay updated on financial products, market trends, and service excellence standards.
Qualifications
- Minimum Diploma or Degree in Business, Finance, Economics, or a related field.
- Fresh graduates with a strong drive to succeed in the banking industry are encouraged to apply.
- Exceptional interpersonal and communication skills, with the ability to engage affluent clientele.
- Professional demeanor and a service-oriented mindset.
- Ability to multitask in a fast-paced, high-performance environment.
- Meticulous attention to detail and strong administrative capabilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).