Private Clients Service Associate

Wahed Invest
Lebanon
Workplace: RemoteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Empathy","Communication","Interpersonal skills","Active listening","Attention to detail"]

Serve as the first point of contact for high-net-worth clients, resolving inquiries across calls, email, and live chat with speed and accuracy. Guide clients through onboarding and KYC/account-related processes, and manage issues and complaints with empathy while meeting service-level agreements. Maintain detailed client interaction records and track leads and queries from campaigns, contributing feedback to improve products and service.

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FursaFursa
Wahed Invest
Wahed Invest
1 month ago

Private Clients Service Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Serve as the first point of contact for high-net-worth clients, resolving inquiries across calls, email, and live chat with speed and accuracy. Guide clients through onboarding and KYC/account-related processes, and manage issues and complaints with empathy while meeting service-level agreements. Maintain detailed client interaction records and track leads and queries from campaigns, contributing feedback to improve products and service.
Location: Lebanon
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Act as the first point of contact for clients across calls, email, and live chat, identifying needs and resolving queries promptly and accurately.
  • •Provide dedicated, high-touch support for high-net-worth clients and guide them through onboarding from account opening to first investment.
  • •Support clients with onboarding, KYC, and account-related processes by coordinating with internal teams to reduce friction.
  • •Handle complaints with empathy, offering appropriate solutions and alternatives within agreed timeframes and following up to ensure resolution.
  • •Maintain accurate client interaction records and process client accounts and documentation while tracking leads and queries from campaigns.

Key Requirements

  • •Fluency in Arabic and English (written and spoken) is essential; French is desirable.
  • •Bachelor’s degree plus 2+ years’ experience in a client service role, ideally in financial services or fintech.
  • •Proven customer support/client-service experience with strong phone, email, and chat handling and active listening.
  • •Experience supporting high-net-worth/premium clients or a strong aptitude for delivering high-touch client service.
  • •Strong attention to detail and accuracy in record-keeping, process adherence, and delivering to deadlines.
Experience:2+ yearsFinancial servicesFintech
Education:Bachelor's
Skills:EmpathyCommunicationInterpersonal skillsActive listeningAttention to detail
Languages:ArabicEnglishFrench

Company Brief

Wahed Invest
Provides a Shariah-compliant robo-advisory platform offering halal investment portfolios, automated investing, and financial planning tools for Muslim and ethical investors across multiple markets.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn