Job responsibilities
- Prepare presentation decks for sales team usage for client engagement
- Assist in gathering relevant information and documentation from clients and relevant stakeholders.
- Maintain service standards to develop and improve customer satisfaction and retention
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
- Support follow-up and meeting scheduling with prospective and existing clients and partners.
- Diploma in Business Administration, Finance, Marketing, or related field.
- At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
- Strong organizational and time-management skills; able to multitask with minimal supervision
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Excellent written and verbal communication skills
- Customer-focused with strong interpersonal and teamwork skills
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Ethos BeathChapman (EBC) is a global, award-winning executive search firm connecting exceptional talent with leading companies. We deliver future-ready solutions through executive search, interim contracting, talent mapping, and market intelligence.
Our expertise spans Technology, Financial Services, Fintech, Legal, Risk, Compliance, Industrial, and Consumer sectors. EBC is part of Will Group, a Tokyo-listed global HR solutions company, with offices in Singapore, Hong Kong, Australia, and the UK.
As part of Will Group Asia Pacific, we are connected to a collective of 10 HR brands operating in over 25 countries. This alliance gives us access to 9,300+ contractors, 540+ employees, and 6,000+ supported clients across 55+ industries. By leveraging Will’s extensive portfolio, innovative HR technology, and data-driven insights, we deliver agile, scalable, and impactful talent solutions. With deep market knowledge and a personalised approach, we help organisations build high-performing teams and individuals grow meaningful careers.
Let’s make exceptional happen, connect with us today.
MOM licence no. 16S8112 | Reg No. R1220502
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