Client Experience Specialist Application

Client Experience Specialist Application Process

Thank you for taking the time to consider Atlantis Financials for your next career leap.
About the Role

We are seeking a well spoken, highly organized and detail-oriented Client Experience Specialist to join our team.
In this role, you will be entrusted with a portfolio of our clients with whom you will play a key part in ensuring a seamless client experience, by providing exceptional support, and managing their accounts. You will collaborate with internal teams to maintain smooth daily operations of investment and financial security processes.

With time and experience, you'll be able to provide guidance, and suggest ideas to the clients under your management, in a resident advisory role, in coordination with our resident consultants.

Responsibilities

Client Management:
- Assist with client onboarding, including account setup, verification, and ensuring with KYC/AML regulations.
- Manage the renewal of contracts across all lines of business by coordinating with clients and providers.
- Prepare and issue new business quotations, and apply strategies tailored to client needs and underwriting requirements.
- Maintain and update client records in the our system, ensuring all information is complete and up-to-date.
- Address client inquiries and ensure timely resolution of any requests or concerns.
- Coordinate with partner companies.
- Proactively identify potential client interests and needs, and provide solutions to enhance their experience.
Operations Support:
- Create reports and assist on portfolio analysis projects.
- Make sure that your portfolio data is organized and up to date, by making sure that your administrative work, data entry, document management, and records are in alignment with operational procedures.
Requirements
- Bachelor's degree in Business Administration, Management, Finance, or a related field.
- Minimum of 2 years of professional experience in a bank, advisory, brokerage, or a similar role.
- Strong organizational skills with a keen eye for detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) or Google suite.
Desired experience (Optional)
- Working knowledge of financial, financial planning, or similar products and services.
- Familiarity with KYC/AML regulations and compliance procedures.
Please take your time to introduce us to yourself by carefully answering the below questions.
Name*

First NameLast Name
Nationality*
Gender*

MaleFemale
Civil Status*

SingleMarriedEngagedDivorced
Number of Children*
Date of Birth*

DayMonthYear
Date
Email Address*
Phone Number*
Does our address in Mkalles/Lower-Mansourieh suit your everyday commute?*

Yes, I live close enoughI live far but I'm willing to commuteNo
Recruitment Source*
Recruitment Agency Name*
Which school did you graduate from?*
Which university did you graduate from?*
University Graduation Date*

DayMonthYear
University Degree*
Additional Education or Learning courses
Work Experience (Please write None if you don’t have any)*
Trainings / Internships (Please write None if you don’t have any*
Are you currently employed?*

YesNo
Please tell us when you can start if we hire you*

DayMonthYear
Date
Last Salary (in US Dollars)*
Minimum Required Salary (in US Dollars)*
Rate your English, both spoken and written*

1 Star= Weakest
Rate your French, both spoken and written*

1 Star = Weakest
Rate your communication skills*
Rate your knowledge of insurance products*
How much do you enjoy dealing with people?*
Do you have any experience in any type of investment products?*

YesNo
Have you worked in any sales or client servicing related position before?*

YesNo
Do you like reading?*

YesNo
What are the best books you have read?*
Name three of your favorite songs*
How do you think you can contribute to the well-being of our firm if you joined the client experience department? *
Your Address*

Street Address

Street Address Line 2

CityState / Province

CityCountry
Please upload your CV*

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Please upload a clear photograph of yourself*

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After you click on "Submit", you will be redirected to our instagram page.

This means that your application has been accepted, and has been relayed to the Human Resources department.
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Client Experience Specialist Application Process