Siba Arabi
Client Services Associate-Team Leader
Riyadh,KSA
Summary
Accomplished Client Services Team Leader with 8 years of experience in the financial services industry, specializing in investment and portfolio management. Holds a Master's degree in Business Administration and is a Certified Management Accountant (CMA) and Certified by the Saudi Capital Market Authority (CME). Proven track record of driving process improvements to optimize team efficiency and elevate client satisfaction within the realm of financial services. Adept at providing relevant information and viable options to effectively resolve issues and foster strong client relationships.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Client Services Associate - Team Leader
Watar Partners
12.2022 - Current
- Provided strategic updates and operational insights to the Client Coverage team Director, ensuring alignment with organizational goals and objectives.
- Managed daily operations of the Client Services team (Ops), overseeing client accounts, setting KPIs, and fostering relationships with local and international banks and asset managers.
- Directed communication, investments, and daily operations for key MEGA clients, prioritizing client satisfaction to enhance retention rates.
- Implemented process improvements and best practices to enhance the performance of the Client Services team, resulting in increased efficiency and elevated client satisfaction.
- Successfully managed multiple accounts simultaneously, prioritizing tasks to ensure timely project completion and consistent delivery of results.
- Contributed to the development of targeted marketing materials aimed at showcasing the value of services offered to potential clients.
- Led the successful implementation of a new CRM software, resulting in improved team efficiency and enhanced organization of client data.
- Monitored team performance closely, providing regular feedback and guidance to ensure the consistent delivery of exceptional client service.
- Ensured timely project execution by maintaining open lines of communication between team members and relevant stakeholders, facilitating seamless project completion.
- Streamlined the client onboarding process, reducing turnaround time and enhancing the overall client experience through improved account setup and maintenance procedures.
Client Services Executive
Watar Partners
05.2017 - 12.2022
- Ensured timely execution of client requests by coordinating effectively with internal departments and external partners.
- Developed strong relationships with key clients and asset managers, fostering trust and loyalty.
- Developed and maintained existing client relationship
- Managed a diverse portfolio of accounts, ensuring top-notch customer service and support.
- Proactively identified potential issues in client accounts, implementing corrective actions as needed.
- Built a reputation as a trusted advisor to clients by consistently providing insightful analysis and actionable recommendations.
- Implemented streamlined processes for improved client communication and response time.
- Conducted regular reviews of account performance, identifying opportunities for growth and improvement.
- Coordinated effectively with cross-functional teams such as sales, marketing, finance and technical support for optimal client service delivery.
- Streamlined internal processes through the implementation of innovative tools and technologies that enhanced overall efficiency within the team.
Sales and Marketing Coordinator
Kaden Investments
09.2016 - 04.2017
- Achieved customer satisfaction through prompt response to inquiries, leading to repeat business and positive referrals.
- Boosted sales revenue by developing and implementing targeted marketing campaigns.
- Used CRM system that streamlined the tracking of leads, deals, and customer interactions for the entire sales team.
- Conducted market research to identify customer needs and preferences.
- Discussed weekly progress reports with top management.
Education
MBA - Business Administration
King Saud University
Riyadh Saudi Arabia 04.2001 -
Bachelor of Science - Finance And Banking
Applied Sciences University
Amman Jordan 04.2001 -
Skills
Client Relationship Building
Communication and Negotiation
Customer Retention Strategies
Wealth Management
Financial Product Knowledge
Account management
Investment Advisory
Regulatory Compliance
Risk Management
Financial Analysis
Client Relationship Building
Certification
The General Securities Qualification Certificate (CME-1) - Capital Market Authority
Timeline
Client Services Associate - Team Leader
Watar Partners
12.2022 - Current
Client Services Executive
Watar Partners
05.2017 - 12.2022
Sales and Marketing Coordinator
Kaden Investments
09.2016 - 04.2017
MBA - Business Administration
King Saud University
04.2001 -
Bachelor of Science - Finance And Banking
Applied Sciences University
04.2001 -
The General Securities Qualification Certificate (CME-1) - Capital Market Authority
2018-03
CMA - Certified Management Accountant
2016-06
Similar Profiles
Sarthak ShahSarthak Shah
Tax Associate at Apple Growth Partners (Burton Partners)Tax Associate at Apple Growth Partners (Burton Partners)
Fallon DoughertyFallon Dougherty
Senior Accountant at Apercen Partners LLCSenior Accountant at Apercen Partners LLC
Makayla HaleMakayla Hale
Leasing Specialist at RAM Partners LLCLeasing Specialist at RAM Partners LLC