Job Description

Key Responsibilities:- Act as the single point of contact for the company's most prestigious and high-net-worth (Gold) clients, ensuring seamless service and exceptional customer experience.Coordinate across business verticals to fulfill client requests, including but not limited to:- Monthly reports and portfolio statements- Market research insights and financial event updates- Exclusive invitations and event details- Balance information and account queries- Proactively re-engage dormant high-value clients to schedule personalized consultations with wealth managers.- Manage client relationships with a high degree of professionalism, emotional intelligence, and discretion.- Handle challenging client interactions, including those with strong opinions or high expectations, with patience and diplomacy.- Multi-task efficiently by managing service calls, generating reports, coordinating internal teams, and engaging dormant clients simultaneously.Qualifications & Skills Required:- Preferred: Prior experience in the credit card customer service division of American Express or luxury banking/wealth management service roles.Exceptional Communication Skills:- Impeccable diction with an optimistic and cheerful tonality.- Strong written and verbal communication in English.Client-Centric Approach:- Ability to provide 'white-glove' service, ensuring clients feel valued and prioritized.- High emotional intelligence (EQ) with a strong sense of empathy.Professionalism & Maturity:- Ability to engage with ultra-high-net-worth individuals with poise and discretion.- Capability to handle irate or demanding clients with patience and problem-solving skills.Tech Proficiency:- Strong working knowledge of MS Word, Excel, PowerPoint, and Prezi.- Ability to manage CRM tools and client databases.- Experience: Preferably from the credit card customer service division of American Express or similar elite client service experience- Industry: Financial Services/Wealth Management/Banking- Employment Type: Full-timeWhy Join Us?- Work with the crme de la crme clients in an elite financial services environment.- Exposure to high-value networking opportunities and premium financial insights.- Be part of a company that values top-tier client service and professional growth. (ref:updazz.com)

updazz .com