Client Success Specialist in Financial Services

We are seeking a Client Service Specialist to join our team at Bbstrust. As a Client Service Specialist, you will be responsible for providing exceptional customer service and ensuring that clients' needs are met.The ideal candidate will have a Bachelor's degree in Accounting, Finance or a related field, and possess relevant work experience as an Accountant...

This job is for a Client Onboarding Specialist at EBC Financial Group. You might like this job because you'll help new clients get started, manage info, and work with a diverse team in a fast-growing global company committed to integrity and innovation.EBC Financial Group – a global financial services provider headquartered in the dynamic city of London,...

Succeed as a Sales and Client Success Specialist at Swivelt Pte. Ltd., where you'll play a pivotal role in driving sales revenue and ensuring exceptional client experiences.Key ResponsibilitiesEngage with clients through online and offline channels to introduce our products.Develop new customers and maintain strong relationships with existing ones through...

Elevate Your Career with UsWe are seeking a talented Client Success Manager to join our team at Elevate Marketing Services. In this role, you will be responsible for driving business growth through partnerships, building strong relationships with clients, and delivering exceptional service.Key ResponsibilitiesDevelops and implements business growth...

Job DescriptionThis is a dynamic role requiring a Strategic Growth Specialist to join our team. You will be responsible for managing and developing relationships with high-profile clients, providing exceptional customer service, and identifying business opportunities.The role involves managing operational risk and regulatory requirements, and providing sound...

PST is seeking a Client Success Specialist to join our team and help us deliver exceptional client experiences.Main ResponsibilitiesDevelop and Maintain Client RelationshipsIdentify Opportunities for Upselling and Cross-SellingAnalyze Account Performance and Provide InsightsCollaborate with Cross-Functional Teams to Deliver SolutionsStay Organized and Manage...

We're Vertex Mastery Sdn Bhd, a leading event company that organizes world-class business courses and coaching services for SMEs across Malaysia and beyond. Our mission is to help businesses thrive by providing transformative events that inspire, educate, and empower entrepreneurs.About the Role:We're seeking a proactive and people-focused Client Success...

Job Title: Business Growth StrategistWe are seeking a strategic thinker to join our team as a Business Growth Strategist at Trive Financial Services Malta Limited.About the RoleThis role offers a unique opportunity to develop and execute strategic business plans, identify new business opportunities, and drive sales growth.You will be responsible...

We are Insider, a leading B2B SaaS company dedicated to helping businesses grow through our cutting-edge technology. As a Client Success Advocate, you will play a vital role in ensuring our clients receive the highest level of service and support.About UsOur platform connects data across channels, predicts future behavior with AI, and individualizes...

ResponsibilitiesAs a Financial Services Specialist, you will work closely with our clients to understand their business needs, providing expert advice on accounting and auditing practices.You will also be responsible for analyzing financial data, identifying trends, and making recommendations for improvement.

At Hong Leong Bank, we are committed to delivering exceptional customer service and creating long-term value for our clients.We are currently seeking a Financial Services Specialist to join our team.In this role, you will be responsible for providing expert advice and guidance to clients on a range of financial products and services, including investment...

EBC Financial Group is a global financial services provider with a dynamic team of seasoned professionals and young talents. We specialize in global financial investment, asset management, and financial consulting.Our mission is to create value for our clients and become a trusted partner in the global financial market.We are seeking an experienced Technical...

Company OverviewEBC Financial Group is a dynamic global financial services provider based in London. We offer a range of services including global financial investment, asset management, and financial consulting. Our team comprises seasoned professionals and young talents who bring diverse perspectives and exceptional skills to the table.We have experienced...

About the RoleMUFG Investor Services is seeking a skilled Client Operations Specialist to join our team. In this role, you will be responsible for providing administrative support to our clients, ensuring that their fund accounts are accurately managed.Key responsibilities include preparing and executing underlying fund administrator documents, preparing AML...

Client Services Specialist (Thai speaking)Please note that we will only be able to accept candidates who have the appropriate rights and documentation for employment in Malaysia.Who we are.Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has evolved into a...

Client Services Specialist (Thai speaking)MalaysiaPlease note that we will only be able to accept candidates who have the appropriate rights and documentation for employment in Malaysia.Who we are.Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has...

Fewer than 20 applicants. You still have a chanceResponsibilities:Analyze clients' financial statuses.Examine and suggest financial opportunities.Develop sound plans and budgets for clients.Customize financial plans according to clients' changing needs.Help clients implement their plans and carry out transactions.Present and sell suitable financial products...

MUFG Investor Services is a dynamic and fast-paced environment, where no two days are ever the same. The successful candidate will have the opportunity to work on a wide range of projects, from financial analysis and planning to risk management and compliance. You'll be working closely with internal teams, clients and vendors to deliver high-quality results...

Aqi Intl is seeking a dedicated Customer Success Specialist to join our team. As an Executive Technical Support specialist, you will deliver exceptional technical support and customer service to Lenovo users and clients, ensuring their needs are met and exceeded.BenefitsAttractive salary (RM 3,500 - RM 4,000)Performance-related bonus for confirmed...

Purple Cane Holdings Sdn Bhd is seeking a highly skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing financial analysis and recommendations to support business decisions.You will work closely with the finance team to develop and implement financial plans, manage budgets, and...