Client Advisor

Baraka Financial Limited is seeking a Client Advisor to manage client relationships and support the delivery of financial products and services. This role is responsible for understanding client needs, providing information on available solutions, and coordinating with internal teams to ensure timely service. The position reports to the Client Services Manager.

Key Responsibilities:

• Serve as the primary point of contact for clients regarding financial products, account inquiries, and service requests
• Respond to client questions about account features, pricing, documentation requirements, and transaction procedures
• Assess client needs and recommend suitable financial solutions based on their requirements
• Coordinate with internal teams including operations, compliance, and finance to ensure timely service delivery
• Maintain accurate client records and update account information in the customer relationship management system
• Prepare and send service confirmations, account updates, and follow-up communications to clients
• Assist clients with documentation requirements including account opening forms, verification documents, and transaction requests
• Follow up with clients on pending documentation, approvals, or outstanding requirements
• Resolve routine client concerns and escalate complex issues to the Client Services Manager
• Support business development activities including lead follow-up and client outreach as directed

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or related field
• Minimum 2 years of experience in client advisory, relationship management, or customer service, preferably in a financial services, banking, or fintech environment
• Knowledge of financial products and services is preferred
• Proficiency in Microsoft Office applications including Outlook, Word, and Excel
• Strong written and verbal communication skills in English; proficiency in Arabic is an advantage
• Organizational skills with attention to detail and accuracy
• Ability to manage multiple client requests and prioritize effectively
• Professional demeanor with a client-focused approach
• Understanding of regulatory and compliance requirements in financial services is preferred

Pay: AED9,000.00 - AED10,000.00 per month

Work Location: In person