client services officer
Arab investment Company
Total years of experience :8 years, 0 Months
Client Services Activities
• Build and maintain relationships with new and existing clients for individuals and institutions
• Individual and institutional clients accounts opening
• Sell, cross sell company’s products and services
• Direct and lead CRM and various main database management systems
• Supervise, coordinate and company's Client Management process as well as functions manage
• Manage all asset management applications atmosphere.
• Escalate and resolve areas of concern as raised by clients
• Update the CRM and ensure clients KYC are up to date
• Ensure company AML/CFT requirements are met and enforced
• To be up to date with CMA laws and regulations concerning KYC, AML/CFT laws and regulations.
Marketing Activities
• Develops and implements strategy and a cohesive marketing plan to increase brand awareness and to strengthen company's market position and achieve desired business goals.
• Identify and plan differentiated and impactful marketing materials
• Build, manage and coach a high-performing marketing team
• Drive the implementation of marketing campaigns that meet business objectives and drive leads
• Direct and support market research collection, analysis, and interpretation of market data for short- and long-term market forecasts and reports
• Work closely with the Sales & Distribution department to align sales and marketing strategies
• Build long term relationships with employees, clients, government officials and stakeholders
• Generally, perform Administrative services such as drafting, stenographic, and transcribing duties. Follows up on work in process to insure timely actions.
• Maintain professional filing systems & date-base log for business contacts.
• Prepares presentations & reports.
• Assisting in basic financial & analysis tasks.
• Diary management, scheduling and coordinating meeting appointments, travel arrangements & itinerary for assigned managers.
• Attend meetings & committees with management; arrange and prepare notifications and agendas; produce complete meeting files, record minutes of meeting, and maintaining history records.
• Maintain and modify company Website,
• Handle contractual agreements for portfolios.
• Maintain an adequate supply of stationary and printing material; keeping an inventory and hands-on controlling costs.
• Supervise office equipment maintenance. Any other business assigned.
Experiences:
HR Admin at Gulf bank From: January 2015 - To: (Present)
Administrative HR Officer is responsible for coordinating all HR and Admin related jobs accompanying recruitment, employee relations, performance management, training & administrative duties.
• Preparing monthly time sheet
• Preparing Employment offer & contract
• Preparing Salary Certificate - End of Serves certificate - warning letter- termination letter
• Maintaining and tracking HR System update (New hires, rehired, vacation, end of services, sick, and personal)
• Coordinating with insurance companies regarding to (Life insurance, Medical insurance, Risks insurance(
• Maintain the complete database of all employees in payroll system.
• Orients new employees by providing orientation information packets; reviewing company policies; gathering withholding and other payroll information; explaining and obtaining signatures for benefit programs.
• Processing the visa request, Local transfer.
Responsible for coordinating with foreign Embassy officials while processing the bulk and individual recruitment
• Responsible for processing documents required by the concerned embassies such as drafting Letters to embassy, Demand Letter, Authorization Letter and Employee Specimen Contracts etc.
• Responsible for coordinating with personnel division to process all type of entry permits and Visas such as work visa, Visit visa, Project Visit Visa, Local transfer and employee separation process
• Follow up on action list.
• Update employees’ information on Expert-HR System in some cases.
• Provide analytical suggestions to HR manager in order to improve the operational procedures.
• Send an announcement to all departments related to HR instruction.