Client Support Executive

Job PurposeThe Client Support Executive is responsible for delivering exceptional support to clients throughout the account opening and post-onboarding process. The role ensures client applications are processed efficiently, documentation requirements are fulfilled, and client queries are resolved promptly while maintaining a high standard of service. The position works closely with internal departments to provide a seamless client experience and support business objectives.Key ResponsibilitiesReview and process client account applications in accordance with internal policies and compliance requirements.Proactively contact clients to obtain any outstanding identification, proof of address, or supporting documentation required for account verification.Liaise with Compliance and KYC teams to facilitate timely account approvals and resolve documentation-related queries.Translate client documentation where required to support the account review process.Respond to client enquiries via phone, email, live chat, and other communication channels in a professional and timely manner.Provide accurate information on products, services, account status, and operational processes.Work closely with Operations, Account Management, Business Development, and other internal teams to ensure efficient resolution of client requests.Maintain accurate records of all client interactions and updates within the CRM system.Manage assigned workflows effectively, ensuring service level agreements (SLAs) and internal turnaround times are consistently met.Escalate complex client issues to the appropriate departments while ensuring timely follow-up and resolution.Build and maintain strong client relationships by delivering a high level of customer service and professionalism.Contribute to continuous improvement initiatives by identifying opportunities to enhance processes and the overall client experience.Qualifications & ExperienceBachelor's degree in Business Administration or a related field preferred.1–3 years of experience in client support, customer service, account management, or a similar role, preferably within the financial services or brokerage industry.Experience working with CRM systems and client onboarding processes is an advantage.Skills & CompetenciesExcellent verbal and written communication skills in English.Additional languages are an advantage.Strong customer service and relationship management skills.Excellent organisational and time management abilities.High attention to detail and accuracy.Ability to manage multiple priorities in a fast-paced environment.Strong problem-solving and interpersonal skills.Proficiency in Microsoft Office applications and CRM platforms.Ability to work independently while collaborating effectively within a team.Key Performance Indicators (KPIs)Client enquiry response and resolution times.Account onboarding turnaround time.Accuracy and quality of account processing.SLA compliance.Client satisfaction and service quality.CRM data accuracy and completeness.