AVP, Client Assurance Officer

About This Role

UOB seeks an AVP, Client Assurance Officer to manage the case lifecycle, review compliance documentation and sales calls, and maintain accurate customer records for quality assurance.

Responsibilities

• Administer centralized case management cycle and compile review outcomes.
• Review documents against a predefined checklist and sales call logs for compliance.
• Maintain accurate records of review outcomes and detailed findings reports.
• Collaborate with the sales team to rectify discrepancies and ensure case closure.
• Update customer profiles, including 'MWP' assessments into a centralized record.
• Contact customers via recorded calls to confirm advisory details and manage concerns.

Requirements

• Ability to review customer profiles and purchased products.
• Proficiency in maintaining detailed records of call outcomes.
• Willingness to contribute to process improvement.
• Ability to work closely with the sales team.