Private Clients Service Associate

This is a fully remote position, open to applicants in Lebanon.

📋 Description

• Serve as the initial point of contact for clients through calls, emails, and live chat — discerning their needs and resolving inquiries swiftly and accurately.

• Act as the primary support liaison for our high-net-worth (HNW) clientele, providing a tailored, high-touch experience and guiding them through the onboarding process from account creation to their first investment. Support clients in Arabic (essential), English (essential), and French (desirable), ensuring communication is clear, professional, and culturally sensitive.

• Assist clients through the onboarding, KYC, and account management processes, working with internal teams as necessary to alleviate any issues.

• Address complaints with empathy, offering suitable solutions and alternatives within stipulated timeframes, and following up to confirm resolution.

• Maintain accurate records of client interactions, process client accounts and documentation, and keep track of leads and inquiries generated through company initiatives.

• Adhere to communication procedures, guidelines, and policies, ensuring compliance with service-level agreements (SLAs) and delivery of processes.

• Go above and beyond to engage clients, foster trust, and contribute to a high-quality, values-based client experience. Share client feedback and recurring issues with the broader team to enhance our products, processes, and services.

⛳️ Requirements

• Proficiency in Arabic and English, both written and spoken - this is mandatory. Fluency in French is a plus.

• A Bachelor’s degree coupled with over 2 years of experience in a client service role, preferably within the financial services or fintech sectors.

• Demonstrated customer support or client-service experience, showcasing strong skills in phone, email, and chat communications, along with active listening capabilities.

• Experience in assisting high-net-worth or premium clients, or a strong inclination towards providing a high-touch, professional service.

• Client-focused, with the ability to adapt and respond to varying client types and personalities.

• Exceptional communication and interpersonal skills.

• High attention to detail and accuracy in record-keeping and process adherence.

• Capacity to manage multiple tasks, prioritize effectively, and meet deadlines while delivering high-quality work.

• Knowledge of the UAE financial-services landscape and/or an interest in Shariah-compliant finance is advantageous.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• A supportive and inclusive work environment.