job description
Join Oracle Advisory Group as a Client Services Administrator in the heart of Bali and play a pivotal role in delivering exceptional financial services to our esteemed clients. This is a unique opportunity to combine your administrative expertise with a passion for client relations in a dynamic, international environment.
As part of our growing team, you will serve as the primary point of contact for clients, ensuring seamless communication, efficient service delivery, and adherence to the highest standards of professionalism. Your organizational skills and attention to detail will be instrumental in maintaining strong client relationships and supporting our advisory operations.
Based in vibrant Kuta, Bali, this role offers the perfect blend of career growth and lifestyle benefits, allowing you to thrive professionally while enjoying the island’s renowned work-life balance.
Responsibility
- Serve as the first point of contact for clients, addressing inquiries and providing timely, accurate responses.
- Manage client onboarding processes, including documentation, account setup, and compliance checks.
- Coordinate with financial advisors to schedule meetings, prepare reports, and ensure client needs are met.
- Maintain and update client records in CRM systems with meticulous attention to detail.
- Process client transactions, requests, and service changes in accordance with company policies.
- Prepare and distribute client communications, including statements, newsletters, and regulatory updates.
- Monitor client accounts for discrepancies and proactively resolve issues to enhance satisfaction.
- Assist in the preparation of financial reports and presentations for internal and external stakeholders.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Minimum of 2 years of experience in client services, administration, or a similar role within financial services.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Excellent written and verbal communication skills in English; additional languages are a plus.
- Proven ability to manage multiple priorities in a fast-paced environment with a high degree of accuracy.
- Familiarity with banking, investment, or wealth management products and regulations.
- Exceptional interpersonal skills with a client-centric approach and a problem-solving mindset.
- Discretion and integrity in handling confidential client information.