Back to listing

Client Services Manager - Private Banking CSM UAE National Only

Talentmate

United Arab Emirates

17th October 2025

2510-2195-247

Job Description

Supporting the portfolio of Mashreq Private Banking clients with personalized and standardized service.
Supporting the RMs with outbound calling exercise in promoting (non-investment related) campaigns to existing private banking clients through client calls.
Providing superior customer service promptly & effectively within acceptable TATs & without compromising on controls.
Adherence to Private Banking policies/ procedures & SOPs / ADMs available on the Intranet.
Ensure satisfactory audit outcomes.
Work closely and effectively with other internal customers / stakeholders.

Relationship Management Support

Support RMs to free up their time & be the first face to the customer for inquires & all service-related activities via any channel.
Assist the RMs to conduct proper KYC in order to fulfil the compliance requirement on KYC; ensure client documentation such as overdue KYC, Visa, Passport, Emirates ID, Constitutional documents etc. that are relevant for the KYC reviews are updated on a timely basis.
Support RMs in regular liaison with group compliance for discussions pertaining to any escalations; customer onboarding, items pertaining to AML/ KYC/DTRs/RFIs etc.
Work on projects as required to enhance overall client experience.

Customer Service

Responsible for servicing all banking needs (such as account opening/ account maintenance/ complaints handling/call backs /dormant/ cheque book / investment/insurance etc.)
Generate account statements, Investment portfolios to assist customers on analysis of health of their portfolios.
Ensure timely & accurate pre-processing checks for all customer requests & ensuring all transactions have been accurately executed & update of the daily trackers within the unit by adhering to the unit’s SOPs, meeting service standards & turnaround time’s outlined in SLA.

Risk management and Governance

Ensure error free checking to avoid any financial losses to the bank
Actively participate and contribute to reduce rejects & referrals on all transactions by accurately performing the preprocessing checks as laid out in the SOPs.
Ensure adherence to the KYC checklists & ensure no pending KYCs at your end.

Administration & Reporting

Ensure all exception reports / outstanding expired client documents are regularized within the approved deadlines.
Ensure the inhouse daily trackers at a unit level are updated daily and accurate.
Provide regular feedback to LM on improving current processes / service-related issues
Ensure effective handling of customer complaints/inquiries.
Drive CRM usage & ensure all customer interactions (complaints, service request excluding EDMS, inquiries, campaign calling etc.) are appropriately & accurately recorded in CRM.

Governance and Audit

Liaising with operations for operational issues/ working with RMs/ Governance in rectifying all audit objections and queries.
Effective implementation of all audit recommendations and procedures as advised by Senior Management
Refer all matters of non-routine nature to appropriate superiors.
Shall be a graduate with 5-7experience in banking / service industry/pleasant personality
Must have good negotiation, decision making and superior interpersonal skills.
Good command in spoken English, excellent writing skills & pleasant personality
Conversant with local regulations and business environment & very customer oriented
Ability to manage difficult situations.

Job Details

Role Level:	Mid-Level	Work Type:	Full-Time
Country:	United Arab Emirates	City:	Dubai
Company Website:	https://www.mashreqbank.com/uae/en/corporate/home	Job Function:	Sales
Company Industry/ Sector:	Banking

What We Offer

About the Company

Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.

Report

Disclaimer: talentmate.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@talentmate.com.