Associate – Client Services

Job Description

<p><strong>The Opportunity</strong></p><p>Would you like<em> </em>to join our growing Business Operations team in Dubai, UAE? Within the Middle East, AES pioneers the delivery of comprehensive, holistic financial planning and evidence-based investment advisery services for HNW individuals, families, business owners. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their values.</p><p><br></p><p>You’d immediately be involved in numerous aspects of the business, shaping the way we care for our clients and transforming the Middle Eastern financial services landscape (HINT: we believe it’s badly outdated and challenge its largely toxic status quo); you’d learn from experienced mentors; and be excited to work your way up a rewarding career ladder within a high-growth, high-performance firm with an unparalleled opportunity to make a big difference.</p><p><br></p><p>Candidates fitting into our culture will desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.</p><p><br></p><p><strong>Position overview</strong></p><p>As an Associate you’ll assist the organisation in delivering an unparalleled client experience in line with the company Business Plan. You’d be in a non-advisery developing role whereby you’ll be participating in the client journey whilst assisting and being mentored by a Senior Associate. This will provide you a clear pathway for further development with the objective of learning the companies’ processes and methodology, ensuring positive outcomes. You’ll need to have a bias towards action, ability to work in a rapidly growing and evolving environment and have a posi+ive ‘can-do’ attitude.</p><p><strong> </strong></p><p><br></p><p><strong>In this role you’ll:</strong></p><p><strong>- </strong>Play a significant part in the service delivery of posi+ive client outcomes alongside the Senior Associate.</p><p><strong>- </strong>Perform account opening and process further business applications in an efficient manner to give the best possible client experience.</p><p><strong>- </strong>Carry out daily, weekly, and monthly processes, investigating any exceptions or errors, and complete relevant control checklists.</p><p><strong>- </strong>Correspond at a basic level (or under instruction for complex issues) with advisery teams to improve operating standards.</p><p><strong>- </strong>Implement process workflows to support business activities and continuously review and simplify to enhance the user experience.</p><p><strong>- </strong>Instruct and reconcile cash and asset transactions and address any issues.</p><p><strong>- </strong>Ensure all documentation is completed accurately and compliantly.</p><p><strong>- </strong>Accurately input data into CRM and trading systems.</p><p><strong>- </strong>Carry out double checking/proof reading duties for colleagues to provide spectacular support.</p><p><strong>- </strong>Locate basic issues and inform Line Manager with proposals for rectification where appropriate.</p><p><strong>- </strong>Ad-hoc tasks and project work where required.</p><p><strong>- </strong>Act on client/adviser instructions to assist with timely investment/transfer in line with client needs and expectations.</p><p><strong>- </strong>Proactively work to ensure all clients receive an exceptional client experience and take appropriate action to drive posi+ive client outcomes.</p><p><strong>- </strong>Respond to client and/or adviser technical queries in a timely manner.</p><p><strong>- </strong>Follow best execution, compliance guidelines, and operational procedures.</p><p><strong>- </strong>Update internal system accurately and maintain any relevant financial data.</p><p><strong>- </strong>Validate and reconcile the taking of fees.</p><p><strong>- </strong>Check all client reporting documents that are issued to ensure clarity, compliance and accuracy, including annual reports, contract notes, and ad hoc valuations.</p><p><strong> </strong></p><p><br></p><p><strong>What you’ll bring…</strong></p><p><strong>- </strong>0 – 3 years of experience.</p><p>- Commitment to always acting in the clients’ best interests.</p><p>- Growth mindset and posi+ive attitude.</p><p>- Highly team-oriented work aptitude.</p><p>- Self-motivated to complete responsibilities with limited supervision.</p><p>- Minimum of degree or equivalent qualification.</p><p>- A unique ability/something special.</p><p>- Ability to thrive within a posi+ive, candid, challenging and collaborative environment – encouraging others to develop ways to work with them with a ‘How can WE’ mindset, increasing efficiency and effectiveness to better benefit our clients.</p><p>- Role-model high standards and a drive for excellence.</p><p><br></p><p><strong>What you’ll get in return</strong></p><p>You’ll have the opportunity to learn from our team of experts, do impactful work, touch people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. You’ll get a great benefits package and our total commitment to take you as far as you’d like to grow!</p><p><strong> </strong></p><p><br></p><p><strong>Why join AES?</strong></p><p>AES is about creating posi+ive change. For you, for those you serve and for wider society. We make a real difference to people’s lives and our community. We’re right for people who want a progressive, professional and highly challenging/rewarding long-term career – where you have the opportunity to control how far and fast you go.</p><p><br></p><p><strong>Culture and philosophy</strong></p><p>Since 2004, AES has been putting clients at the heart of everything we do. We understand the secret to the success of any organisation is its people and that’s why we’re passionate about making our organisation a great place to work.</p><p><strong> </strong></p><p>This means a culture where teams obsess about creating amazing results for our clients. We’re unashamed about the fact we work hard, work together and are the market-leading professionals in our chosen specialisms. You’ll find investment in both your personal and professional development is a top priority for us.</p><p><strong> </strong></p><p><br></p><p><strong>The process</strong></p><p>1) Fill in the application here</p><p>2) You may be invited for an initial 15-minute telephone interview with our HR team</p><p>3) Innermetrix and work-related assessments</p><p>4) 1-2 hour Interview with the team leader and team members</p><p>5) Final 30-minute culture fit interview with a senior leader</p><p><strong> </strong></p><p><br></p><p><strong>If you’re interested in working with us and think you and AES would be a right-fit, then please get in touch and we look forward to meeting you.</strong></p>