Admin cum HR ( Client Service Operations)
Role Overview
The role combines HR and administrative activities with client onboarding, KYC documentation, and investment operations.
The professional coordinates with clients, investment consultants, fund houses, registrars, and other service providers.
Key Skills for This Role
Full Job Posting
Job summary
The role combines HR and administrative activities with client onboarding, KYC documentation, and investment operations.
The professional coordinates with clients, investment consultants, fund houses, registrars, and other service providers.
Responsibilities
- Handle KYC documentation and onboarding for Mutual Funds, AIF, and PMS investments.
- Verify documents, track pending requirements, and coordinate with fund houses and investment service providers.
- Manage client queries, follow-ups, application status, and operational service requests.
- Maintain client records, investment documentation, databases, and operational reports.
- Coordinate recruitment, employee onboarding, attendance, leave records, and employee documentation.
- Manage office administration, internal coordination, correspondence, and confidential records.
Qualifications
- Practical knowledge of KYC procedures and documentation.
- Practical knowledge of transaction processing for Mutual Funds, AIF, and PMS investments.
- Ability to coordinate with clients and investment service providers.
Pay
- AED 3,000–4,500 per month.
Work location
- Work is in person.
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