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Client Service & Operations Coordinator
CapitalRock
Dubai, UAE
Full Time
Entry
AED 4,000/month / month
1 months ago
Client ServiceAdministrative SupportMicrosoft OfficeCRM SystemsCommunicationAttention to Detail
Free
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Client ServiceAdministrative SupportMicrosoft Office
About the Role
CapitalRock seeks a Client Service & Operations Coordinator to support client relationships and day-to-day operations in Dubai. The role involves client service, operations administration, and platform support, requiring excellent English communication and organizational skills.
Key Skills for This Role
Client ServiceAdministrative SupportMicrosoft OfficeCRM SystemsCommunicationAttention to Detail
Responsibilities
- Act as the first point of contact for client inquiries
- Schedule meetings and manage calendars
- Coordinate client onboarding and follow up activities
- Maintain professional communication via email, phone, and messaging platforms
- Assist clients with portal access and account related requests
- Maintain accurate client records and documentation
- Update CRM records and track client interactions
- Assist with preparation of client reports and presentations
- Coordinate document collection and organization
- Support invoicing and administrative processes
- Monitor follow up actions and workflow management
- Assist with client portal account administration
Requirements
- Excellent English communication skills (written and verbal)
- Strong organizational and administrative abilities
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong attention to detail
- Ability to manage multiple priorities effectively
- Professional attitude and client focused mindset
- Previous experience in administration, customer service, operations, or related industries (preferred)
- Experience with CRM systems is an advantage (preferred)
Full Job Posting
About CapitalRock
- CapitalRock Legacy Limited is a Hong Kong based independent wealth consulting and financial planning firm focused on helping clients gain greater clarity, organization, and control over their financial lives.
- Through our proprietary CapitalRock Wealth Control Tower platform, we provide clients with wealth profiling, portfolio intelligence, financial planning support, reporting, and secure digital access to their financial information.
- As we continue to grow, we are seeking a Client Service & Operations Coordinator to support our client relationships and day to day operations.
Key Responsibilities
- Act as the first point of contact for client inquiries.
- Schedule meetings and manage calendars.
- Coordinate client onboarding and follow up activities.
- Maintain professional communication via email, phone, and messaging platforms.
- Assist clients with portal access and account related requests.
- Maintain accurate client records and documentation.
- Update CRM records and track client interactions.
- Assist with preparation of client reports and presentations.
- Coordinate document collection and organization.
- Support invoicing and administrative processes.
- Monitor follow up actions and workflow management.
- Assist with client portal account administration.
Requirements
- Excellent English communication skills (written and verbal).
- Strong organizational and administrative abilities.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Strong attention to detail.
- Ability to manage multiple priorities effectively.
- Professional attitude and client focused mindset.
- Previous experience in administration, customer service, operations, hospitality, real estate, insurance, banking support, or related industries (preferred).
- Experience with CRM systems is an advantage (preferred).
What We Offer
- Fixed salary: AED 4,000 per month.
- Opportunity for future salary review based on performance and business growth.
- Exposure to the wealth management and financial services industry.
- Opportunity to work directly with the founder.
- Professional growth opportunities as the business expands.
Important Eligibility Requirement
- Applicants must currently reside in the UAE and hold a valid UAE residency visa with authorization to work.
- Visa sponsorship is not available for this position at this stage.
- Applications from candidates requiring visa sponsorship will not be considered.
- Only shortlisted candidates will be contacted.
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