Private Clients Service Associate

1 month ago
Full-time
Junior
Customer and Technical Support
Wahed

Wahed

Wahed offers a digital platform for Halal investing, providing accessible and affordable investment opportunities that align with Islamic values, allowing individuals to build long-term wealth through Shariah-compliant products.

Capital Markets
51-250
Founded 2017
$117M raised

Description

  • Act as the first point of contact for clients across calls, email, and live chat, resolving queries promptly and accurately.
  • Serve as the dedicated support contact for high-net-worth clients and guide them through onboarding from account opening to first investment.
  • Provide client support in Arabic and English, with French communication where needed.
  • Guide clients through onboarding, KYC, and account-related processes while coordinating with internal teams to remove friction.
  • Handle complaints with empathy and provide solutions or alternatives within agreed timeframes.
  • Maintain accurate records of client interactions, process client accounts and documentation, and manage trackers for leads and queries.
  • Follow communication procedures, guidelines, policies, and service-level agreements.
  • Share client feedback and recurring issues with the wider team to help improve products, processes, and service.

Requirements

  • Fluency in Arabic and English, both written and spoken, is essential.
  • Fluency in French is desirable.
  • Bachelor’s degree is required.
  • 2+ years of experience in a client service role, ideally within financial services or fintech.
  • Proven customer support or client service experience with strong phone, email, and chat handling skills.
  • Experience supporting high-net-worth or premium clients, or clear aptitude for delivering a high-touch service.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and accuracy in record-keeping and process follow-through.
  • Ability to multitask, prioritise, and manage time effectively to meet deadlines.
  • Familiarity with the UAE financial-services landscape and/or interest in Shariah-compliant finance is an advantage.

Interested in this position?

Apply directly on the company website

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