Client Service Manager
Al Mal Capital
مجموع سنوات الخبرة :18 years, 11 أشهر
•Manage the company`s shareholders accounts.
•Manage daily relationship and account requirements of existing clients and assist other Client Service Officers with complicated relationships.
•Provide support and expertise to meet the needs of clients in support of the integrated delivery of services.
•Get orders from clients and communicate with trading desk.
•Work independently and efficiently to achieve high level of productivity while reducing costs
•Work closely with the relationship managers, investment officers, compliance team, operations team and financial planning team to define client’s requirements including legal, tax and cash flow aspects of relationships.
•At the same time I was handling the communication and marketing group by working collaboratively with a diverse staff team to create and manage cross-organizational, integrated marketing strategies. Generate new Marketing and Business Ideas in order to advertise for the brand and sell the services
•Coordinate communications projects with vendors and contractors for the development and production of educational event promotional materials, web site production and other collateral.
•Coordinate Training sessions for the different departments (mostly business development courses) and ensure that Private Client Group, Asset Management and Brokerage attend business and investment conferences that will expand our contacts and relation chain.
•Assist in developing new revenue sources through supplier membership, exhibits and sponsorship
•Serve as internal liaison to the meetings department and other staff resources.
•Review and edit existing promotional materials for marketing effectiveness, cross-selling implications and adherence to brand guidelines. working on Private Client Group Measurement challenge
•Collaborate with other members of the marketing and sales teams to identify target customer segments, positioning and value propositions and to generate staff motivation.
• Receive instructions from management on escalated issues to ensure best business practices.
• participate with senior teammates on client calls for increased knowledge and competency
• Process of standard transactions and use of discretion in dealing with clients to ensure quality service standards are delivered effectively
• Maintain client satisfaction by responding to problems quickly through automated means-investigation system (Inquiry) and by utilization of Client Service Desktop.
• Interface with Operations and Technology to drive the improvements, which will lower costs
• Migrate clients from fax to electronic usage for daily transactions/reporting
• Liaison between clients and Operations for problem identification and resolution, provide back-up coverage for team members and assist team members during high volume periods
• In conjunction with the Business Development team, communicate effectively with the client and/or the client’s attorney on all general questions and issues as well as trust and estate matters.
Personal Assistant for the head of investment banking and head of asset management:
• Organizing general assembly meeting and Board member meeting for shareholders and board members of Al Mal for two consecutive years.
• Organizing and maintaining diaries and making appointments;
• Dealing with incoming email, faxes and post;
• Dealing with correspondence and writing letters, and taking dictation and minutes;
• Reducing documents, briefing papers, reports and presentations;
• Carrying out background research and presenting findings into subjects the manager is dealing with;
• Organizing and attending meetings, and ensuring the manager is well-prepared for meetings;
• Organizing and storing paperwork, documents and computer-based information;
• Arranging travel and accommodation
• Responsibility for accounts and budgets;
• Taking on some of the manager's responsibilities and working more closely with management; and occasionally traveling with the manager
• update the appropriate form when an employee receives a promotion or switches health insurance plans;
• prepare reports for managers elsewhere within the organization;
• provide authorized information from the employee's personnel records when requested by credit bureaus and finance companies;
• screen job applicants to obtain information such as education and work experience;
• administer aptitude, personality, and interest tests;
• explain the organization's employment policies and refer qualified applicants to the employing official
• request references from present or past employers of applicants;
• inform job applicants of their acceptance or rejection for employment
• conduct Internet research to locate resumes
• employee safety, welfare, wellness, and health reporting.
• employee services;
• maintaining employee files and the HR filing system
• assisting with the day-to-day efficient operation of the HR office
Worked and assist the localization Team. Test and coordinate websites that the team design before they lunched them. Attend the team meetings and submit weekly reports for the performance of the team and the sites.
Took part in a Job Matching assignment carried out by Microsoft Corporation. Conducted and created marketing research called Persona that would be included in the new version of windows.
Bachelor Degree in Management Information System and Minor Studies in Marketing at University Of Sharjah
