Client Servicing Manager

Role Purpose

The Client Servicing Manager acts as the operational backbone of the client relationship, working closely with Wealth Advisors to ensure HNW clients receive a seamless, high-touch experience. This role owns the administrative, documentation, and coordination workload behind client relationships — freeing the Wealth Advisor to focus on advice, strategy, and business development — while acting as a reliable point of contact for day-to-day client needs.

Key Responsibilities

Client Account Support

• Handle day-to-day client requests (statements, transfers, account changes, general queries) and ensure timely resolution
• Act as a secondary point of contact for clients when the Wealth Advisor is unavailable
• Maintain accurate and up-to-date client records across CRM and portfolio systems

Onboarding & Documentation

• Coordinate client onboarding, including KYC/AML documentation, account opening forms, and regulatory disclosures
• Liaise with Compliance and Operations to ensure documentation meets FSRA/ADGM requirements
• Track outstanding items and follow up with clients to close gaps

Transaction & Servicing Support

• Process and track service requests: deposits, withdrawals, transfers, standing instructions
• Prepare client-facing materials (portfolio summaries, meeting packs, performance reports) ahead of advisor meetings
• Coordinate with custodians, banks, and third-party providers on account servicing matters

Relationship Coordination

• Schedule and coordinate client meetings, calls, and reviews on behalf of the Wealth Advisor
• Maintain a client servicing calendar (reviews, renewals, document expiries, follow-ups)
• Flag at-risk or high-priority client issues proactively to the Wealth Advisor

Compliance & Quality Control

• Ensure all client interactions and documentation adhere to internal policies and regulatory standards
• Maintain audit-ready files for each client relationship
• Escalate any compliance concerns promptly

Requirements

• 3–6 years of experience in a client servicing, relationship support, or private banking operations role (bank, private bank, wealth/asset manager, or family office)
• Strong understanding of KYC/AML and onboarding processes for HNW/UHNW clients
• Excellent organizational skills with high attention to detail
• Strong written and verbal communication; comfortable interfacing directly with sophisticated clients
• Proficiency with CRM systems and portfolio/reporting tools
• Discretion and professionalism in handling sensitive financial information
• Bachelor's degree in Finance, Business, or related field preferred
• Arabic language skills a plus, given GCC client base