Client Service Management
• Manage end-to-end client servicing processes including onboarding, account maintenance, documentation, and client queries.
• Serve as the primary point of contact for service-related matters for a portfolio of high-value clients.
• Coordinate with relationship managers and product teams to ensure timely and accurate service delivery.
Operational Execution
• Ensure all transactions and service requests are executed in compliance with internal controls and regulatory guidelines (DIFC/DFSA).
• Monitor service SLAs, turnaround times, and quality metrics.
• Assist in the implementation of improved workflows and service process enhancements.
Internal & External Coordination
• Collaborate with compliance, operations, legal, and custodians to resolve client issues.
• Support the relationship management team in preparing client reviews, reports, and portfolio documentation.
Risk and Compliance
• Ensure proper KYC, AML, and regulatory checks are completed.
• Keep updated on DIFC/DFSA policies and ensure operational alignment with regulatory changes.
