Client Services Specialist

Job Description

Job Description

Job Title: Client Services Specialist

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
• Maintain accurate and up-to-date client information in CRM systems, documenting 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
• Monitor client satisfaction and service quality metrics; escalate issues where necessary
• Contribute to continuous improvement of client service processes and efficiency initiatives

Qualifications Needed:

• Bachelor’s degree in Business, Finance, Economics, or 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
• ICWIM and UAE Financial Rules and Regulations certifications are a strong advantage

What the Company Offers:

• 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 valuing innovation, collaboration, and continuous improvement

Are you interested in this position? Apply by clicking on the “Apply Now” button below!

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