Assistant Manager, Client Services
2 weeks ago
**Responsibilities**:
**Client Services (1-year Contract)**
At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.
When we invest in you, and you invest in us, great things happen.
We are looking for a **Client Services**in Thailand who shall be responsible for all client's queries from all channels and fully support all administrative tasks in the Retail Business Development team which mutual fund sales team and marketing team to reach the team goal.
**What You’ll Do**:
- Perform New Account Opening process including required AML FATCA process and ongoing monitoring for direct clients.
- Promptly handle client’s feedback and complaints according to company's guideline.
- Co-ordinate, work with other related parties to resolve client problem in a timely and professional manner.
- Responsible for all documentary and administrative tasks.
- Support all sales teams to complete tasks and reach the goal.
Qualifications:
**Who You Are**
- Bachelor's Degree or equivalent. MBA preferred.
- IC license required
- 1-5 years working experience in Financial Institution.
- Excellent communication and interpersonal skills with the ability to communicate effectively and able to work well with people of all levels.
- Knowledge about mutual fund business
- Administrative skills
Additional Information:
**Who We Are**
Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.
-
Client Service Assistant
4 days ago
กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time**All positions require a criminal background check.** - Investment / Economics / Priority Banking **Client Service Assistant**: - Date: 30 Jan 2025 - Location: Bangkok, Thailand - Company: Kiatnakin Phatra Securities Public Company Limited **Job Summary**: Assist financial consultants in providing services pertaining for High Net Worth Clients who have...
-
Client Service Assistant
4 days ago
กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด (มหาชน) Full timeวันที่: 5 ม.ค. 2566- ตำแหน่งที่ตั้ง: กรุงเทพมหานคร, ไทย- บริษัท: บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด (มหาชน)**Job Summary**: - Assist financial consultants in providing services...
-
Client Service Assistant Team 10
5 days ago
กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time**All positions require a criminal background check.** - Investment / Economics / Priority Banking **Client Service Assistant Team 10**: - Date: 13 Aug 2025 - Location: Bangkok, Thailand - Company: Kiatnakin Phatra Securities Public Company Limited **Job Summary**: Assist financial consultants in providing services pertaining for High Net Worth Clients...
-
Client Service Assistant Team 8
4 days ago
กรุงเทพมหานคร, Thailand บริษัทหลักทรัพย์ เกียรตินาคินภัทร จำกัด Full time**All positions require a criminal background check.** - Investment / Economics / Priority Banking **Client Service Assistant Team 8**: - Date: 30 Jan 2025 - Location: Bangkok, Thailand - Company: Kiatnakin Phatra Securities Public Company Limited **Job Summary**: Assist financial consultants in providing services pertaining for High Net Worth Clients who...
-
Manager, Managed Services Client Delivery
5 days ago
กรุงเทพมหานคร, Thailand NTT DATA Full time**Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...
-
Client Manager
2 weeks ago
กรุงเทพมหานคร, Thailand NTT Full timeNTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future. In today’s ‘iNTTerconnected’ world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our clients solve...
-
Client Manager
1 week ago
กรุงเทพมหานคร, Thailand NTT DATA Full time**Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** This...
-
Client Manager
2 days ago
กรุงเทพมหานคร, Thailand NTT DATA Full time**Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** This...
-
Client Manager
1 week ago
กรุงเทพมหานคร, Thailand NTT DATA Full time**Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** This...
-
Assistant, Client Management
7 days ago
พระโขนง, กรุงเทพมหานคร, Thailand บริษัท ดีเคเอสเอช (ประเทศไทย) จำกัด Full timeAssistant, Client Management รับสมัครด่วน สถานที่ปฏิบัติงาน : กรุงเทพมหานคร(เขตพระโขนง) สาขาอาชีพหลัก : ขาย สาขาอาชีพรอง : ประสานงานขาย รูปแบบงาน :
