Associate - Client Service Team

Client Services:

• Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
• Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
• Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
• Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
• Draft engagement letters or addendums

Qualifications

• Degree Holder
• Prior experience in working in financial industry preferred.
• Excellent written communi...