Junior Client Services Executive

Location: Colombo | Employment Type: Full-Time | Reports To: Manager – Client Services | Company: Almas Equities

Role Overview

The Client Services Executive will be a front-facing member of the Client Services Team at Almas, serving as the first point of contact for client queries and playing a central role in delivering seamless, professional client experience. This role is ideal for an enthusiastic, people-oriented individual with a genuine passion for client service who is looking to grow their career within the capital markets and financial services industry.

Key Responsibilities

·         Client Query Management — Serve as the primary point of contact for inbound client queries across all communication channels, ensuring all enquiries are handled promptly, professionally, and resolved to the client's satisfaction with appropriate escalation where necessary

·         Account Opening & Client Onboarding — Facilitate the end-to-end account creation and onboarding process for new clients, ensuring all documentation, KYC requirements, and regulatory checks are completed accurately and in compliance with SEC of Sri Lanka guidelines and CSE requirements

·         Client Offboarding — Manage the offboarding process for clients exiting the firm, coordinating with internal teams to ensure all necessary procedures are completed in a timely and compliant manner

·         Corporate Actions Processing — Support clients in relation to corporate actions including rights issues, dividends, bonus shares, and other market events, ensuring clients are kept informed and any required instructions are processed accurately and within stipulated deadlines

·         Client Relationship Management — Maintain strong, ongoing relationships with existing clients through regular communication, proactive service, and a consistent commitment to delivering a high-quality client experience

·         Record Keeping & Compliance — Maintain accurate and up-to-date client records within the firm's systems, ensuring all client interactions and documentation are properly recorded in line with regulatory and internal compliance requirements

Qualifications & Experience

·         1–2 years of prior experience in a client-facing role, preferably within financial services, banking, or a related industry

·         A genuine passion for client service and a strong commitment to delivering an exceptional client experience

·         Familiarity with CSE account opening procedures and SEC regulatory requirements is an advantage

·         Excellent interpersonal and communication skills, both written and verbal

·         Strong attention to detail and the ability to manage multiple client interactions simultaneously

·         Proficiency in Microsoft Office; experience with CRM or client management systems is a plus

·         Degree in Business, Finance, or a related field preferred