Operations and Client Liaison

5 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia The Family Office Company BSC (c) Full time
The Role: Lead Generation and Client Engagement

We are seeking an experienced Business Support Specialist to join our team and drive lead generation, client engagement, and retention.

Key Responsibilities:
  1. Lead Generation Strategies: Develop and implement lead generation strategies to identify new business opportunities and drive revenue growth.
  2. Client Communication: Establish and maintain strong relationships with clients, providing exceptional service and support throughout the engagement process.
  3. CMS Maintenance and Analysis: Ensure accurate and timely maintenance of the CRM system, analyzing data to inform business decisions and optimize performance.
  4. Compliance and Risk Management: Conduct thorough research on prospects to ensure AML compliance and mitigate risk, maintaining our commitment to integrity and transparency.
  5. Administrative Support: Provide administrative support to Relationship Managers, assisting with tasks such as meeting scheduling, travel arrangements, and expense reporting.
  6. Progress Monitoring and Reporting: Regularly track and report progress on client engagement and lead conversion, providing actionable insights for business development.
Requirements and Qualifications:
  1. Experience in Financial Services: Proven experience in financial services, preferably in customer-facing roles, demonstrating expertise in industry-specific knowledge and practices.
  2. Education and Certifications: Bachelor's degree in finance, business administration, or a related field, along with relevant certifications (e.g., CFP, CAIA) that showcase advanced knowledge and skills.
  3. Technical Skills: Proficiency in Microsoft Office Suite and CRM systems, with experience in data analysis and reporting tools (e.g., Excel, Tableau).
  4. Communication and Interpersonal Skills: Excellent written and verbal communication skills, as well as strong interpersonal and leadership skills, enabling effective collaboration and teamwork.


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