Client Services Assistant

Holborn Assets is seeking to recruit a competent experienced Client Services Assistant. As a Client Services Assistant, you will be required to answer queries and offer information to clients. You’ll be expected to keep up-to-date with all the latest products and promotions so you can explain it to customers who may be interested.


  • Responding to client queries and enquiries
  • Point of contact for all orphan clients.
  • Updating all client databases with client and policy information
  • Updating premium arrears – liaising with Advisers and Providers
  • Relaying any updates or feedback from providers to relevant advisers
  • Create suitability reports and applications.
  • Support Head of Client relations on all administration duties
  • Arranging appointments with clients
  • Assisting with relocation of clients, liaising with global offices
  • Ensure back-office database is up to date.
  • Complete, check and submit FIA forms.
  • Assist with client documentation for providers.
  • Assist with surrenders, withdrawals, and reinstatements of client policies.
  • Request client valuations
  • Submit dealing forms.
  • Monitor all mailboxes.
  • Provide up to date admin checklists for adviser documentation.


  • Previous experience in similar position in the financial industry
  • Excellent communication skills
  • Ability to work well in a team environment
  • Proficiency with MS Office
  • Strong sense of professionalism and discretion
Job Category: Client Relations
Job Type: Full Time
Job Location: UAE
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