Dubai, UAE

About the Company

A leading Life & Wealth Management Company based in Dubai is recruiting a young and confident Client Services & Operations Specialist to join their team in Dubai.

About the Role

  • “Interact with clients to provide information in response to inquiries about products and services and to handle and resolve questions.”
  • Oral and written communication skills are vital for the Customer Satisfaction team.
  • Client Facing
  • Build rapport. Communicate effectively and efficiently with the Trusts and relevant brokers
  • Excellent Positive Customer Service.
  • Provide accurate information and detailed information whenever necessary.
  • Speak positively about the company especially to potential clients.
  • Speak to clients on the phone on a daily basis and resolve any questions they have in a timely matter.
  • Any queries received via phone calls or emails received are to be inputted immediately system.
  • Responsible for keeping records on Salesforce of customer interactions, recording details of inquiries, complaints, and comments, as well as actions taken.
  • Ensure you are communicating regularly with internal teams to resolve queries efficiently.
  • Queries received from the brokers and Trusts are required to be resolved within 24 hours.
  • Reporting daily to the Team Leader and Customer Satisfaction Manager.
  • Up-to-date on product knowledge as well as product limitation to carry out responsibilities.
  • Initiative/ attempt to deal with queries before contacting the Operations team for assistance.
  • Administration skills which will be used on a daily basis; filing, keeping/updating records, data entry, written and oral communication skills, analyzing data effectively.
  • Comply with compliance checks and keep to AML guidelines for every case that is processed.
  • KPI’s will also be set to monitor the error rate when inputting applications onto the system.
  • Ensuring cases are swept and processed before the deadline date.
  • Policy documents are to be issued and distributed within 30 days of a premium being received.

About the Individual

  • Bachelor’s degree or equivalent experience required
  • Minimum 3 years of experience with a leading Life Insurance Provider
  • Strong knowledge on all Wealth Management & Life Insurance Products
  • 1-3 years’ experience in a call centre environment
  • Excellent customer service and organisation skills
  • Confident and excellent communication skills


Salary commensurate based on Candidates’ experience


An excellent bonus scheme and other benefits


Akshaya Ananth

Recruitment Associate

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