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Wahed

Halal investing made simple

Private Clients Service Associate

AssociateGeneralFull TimeRemoteMid LevelTeam 51-200Since 2017H1B No SponsorCompany SiteLinkedIn

Location

Lebanon

Posted

3 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expArabicEnglish

Job Description

Private Clients Service Associate

Wahed

• Act as a first point of contact for clients across calls, email and live chat — identifying and assessing their needs and resolving queries promptly and accurately. • Serve as the dedicated support contact for our high-net-worth (HNW) clients, delivering a personalised, high-touch experience and guiding them through onboarding from account opening to first investment.**Support clients in Arabic (essential), English (essential), and French (desirable) ensuring clear, professional and culturally attuned communication. • Guide clients through onboarding, KYC and account-related processes, coordinating with internal teams where needed to remove friction. • Handle complaints with empathy, providing appropriate solutions and alternatives within agreed timeframes, and following up to ensure resolution. • Keep accurate records of client interactions, process client accounts and documentation, and maintain trackers for leads and queries generated through company campaigns. • Follow communication procedures, guidelines and policies, and ensure adherence to service-level agreements (SLAs) and process deliverables. • Take the extra mile to engage clients, build trust, and contribute to a high-quality values-based client experience.**Share client feedback and recurring issues with the wider team to help improve our products, processes and service.

Job Requirements

  • Fluency in Arabic and English, both written and spoken - this is essential. Fluency in French is desirable.
  • Bachelor’s degree with 2+ years’ experience in a client service role, ideally within financial services or fintech.
  • Proven customer support or client-service experience, with strong phone, email and chat handling skills and active listening.
  • Experience supporting high-net-worth or premium clients, or a clear aptitude for delivering a high-touch, professional service.
  • Client-oriented, with the ability to adapt and respond to different types of clients and personalities.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and accuracy in record-keeping and following processes.
  • Ability to multi-task, prioritise and manage time effectively, delivering high-quality work to deadlines.
  • Familiarity with the UAE financial-services landscape and/or an interest in Shariah-compliant finance is an advantage.

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