Client Services Specialist

Job summary

Client Service Specialist

Key Responsibilities

• Act as the first point of contact for client inquiries, service requests, and issue resolution, ensuring timely and professional communication.
• Support and manage relationships with institutional and B2B clients, ensuring high-quality service and timely execution of requests.
• Manage the full client lifecycle - including onboarding, account setup, KYC documentation, and regular compliance reviews.
• Collaborate closely with internal teams (Trading, Operations, Compliance, and Finance) to deliver seamless client support and service resolution.
• Maintain accurate and up-to-date client information in the CRM system, ensuring complete documentation of all client interactions.
• Proactively manage client accounts, identifying opportunities to support client growth and product adoption.
• Assist in conducting client training sessions, webinars, and product demonstrations to enhance client knowledge and engagement.
• Monitor client satisfaction and service quality metrics, escalating issues where necessary.
• Stay informed of product updates, market developments, and regulatory changes to ensure accurate and compliant client communication.
• Contribute to the continuous improvement of client service processes and efficiency initiatives.

Requirements

• Bachelor’s degree in

Business, Finance, Economics

• , or a related field.
• **2–3 years of experience**
• in client service, relationship management, or account support - preferably in
• financial services or trading
• .
• Solid understanding of
• financial products, operational workflows, and compliance requirements
• within the UAE.
• Proven ability to manage multiple priorities in a fast-paced, dynamic environment.
• Exceptional interpersonal, communication, and problem-solving skills.
• Proficiency in

Microsoft Office Suite

• and
• CRM systems
• ; familiarity with trading platforms is a plus.
• Excellent command of
• English (written and verbal)
• ;

Arabic

• language skills are an advantage.
• Experience in a
• multicultural environment
• within the UAE is desirable.
• Holding

Icwim

UAE Financial Rules and Regulations

What We Offer

• Exposure to international clients and markets.
• Competitive compensation and benefits package.
• Opportunity to work with a dynamic and diverse team in a fast-evolving financial services environment.
• Career growth and professional development opportunities.
• Supportive company culture that values innovation, collaboration, and continuous improvement.