Senior Officer, Client Assurance Officer

UOB • Phoenix, AZ

65d

About The Position

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. Reporting to Team Head, Customer Assurance Team, key responsibilities include: Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document that is used for assessing customer’s financial objectives, risk profile, financial situation & etc.) into a centralized record for callbacks. Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions. Maintaining accurate records of the outcome of the calls with customers. Working closely with the sales team to promptly escalate or relay any customer concerns or questions promptly. Taking on additional responsibilities as needed, in line with the evolving requirements of the organization. Ability to extend work hours when necessary and/or staggered hours may be needed when necessary.

Requirements

• Customer-centric and excellent interpersonal communications skills for effective customer interactions.
• Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance Products will be an advantage.
• Proficient in Microsoft Excel.
• Ability to extend work hours when necessary and/or staggered hours may be needed when necessary.

Nice To Haves

• Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance Products will be an advantage.

Responsibilities

• Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document that is used for assessing customer’s financial objectives, risk profile, financial situation & etc.) into a centralized record for callbacks.
• Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions.
• Maintaining accurate records of the outcome of the calls with customers.
• Working closely with the sales team to promptly escalate or relay any customer concerns or questions promptly.
• Taking on additional responsibilities as needed, in line with the evolving requirements of the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees