Client Services (1-year Contract)

At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

We are looking for a Client Services in Thailand who shall be responsible for all client's queries from all channels and fully support all administrative tasks in the Retail Business Development team which mutual fund sales team and marketing team to reach the team goal.

What You’ll Do: 

• Respond to client’s queries with reference to mutual fund from all calls, walk in, email channels, and social media channel
• Perform New Account Opening process including required AML FATCA process and ongoing monitoring for direct clients.
• Execute transactions for the client via emails, walk in channels, digital channel from all agents channel, and direct clients on daily basis.
• Promptly handle client’s feedback and complaints according to company's guideline.
• Co-ordinate, work with other related parties to resolve client problem in a timely and professional manner.
• Responsible for all documentary and administrative tasks.
• Support all sales teams to complete tasks and reach the goal.

Who You Are

• Bachelor's Degree or equivalent. MBA preferred.
• IC license required
• 1-5 years working experience in Financial Institution.
• Excellent communication and interpersonal skills with the ability to communicate effectively and able to work well with people of all levels.
• Knowledge about mutual fund business
• Administrative skills

Who We Are

Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.