Job Description
My Client, a leading Securities Brokerage firm is looking for a detail-oriented and customer-focused Helpdesk Officer to join their Client Services team. You will serve as the first point of contact for clients, handling front-line enquiries and ensuring smooth processing of account-related requests in a fast-paced financial services environment.
Key Responsibilities:
- Provide excellent front-line support to clients by attending to enquiries at the counter and via phone/email.
- Manage and respond to incoming emails in a timely and professional manner.
- Review and process retail and corporate account opening applications (both manual and digital).
- Assess and handle account update requests, dormant account reactivations, and account closures.
- Conduct thorough KYC/AML screening and due diligence for new client onboarding.
- Process client requests including share transfers and other related services.
- Perform ad-hoc duties as assigned by the Team Lead or Head of Client Services.
Qualifications
- Diploma or bachelor's degree in business, Finance, Banking, or a related field.
- 1-3 years of relevant experience in banking, brokerage, or financial services, preferably in client servicing, operations, or helpdesk.
- Hands-on experience in retail and corporate account opening and client onboarding processes.
- Familiarity with KYC/AML screening and regulatory requirements in the financial industry.
- Experience handling customer enquiries in a front-line or counter service environment.
- Exposure to processing account maintenance requests such as updates, reactivations, closures, and share transfers.
Skills & Competencies
- Strong communication and interpersonal skills with a customer service mindset.
- Excellent attention to detail and accuracy when reviewing documentation.
- Ability to multitask, prioritise effectively, and meet tight deadlines in a fast-paced environment.
- Proficient in Microsoft Office applications, especially Excel and Outlook.
- Strong organisational and email management skills.
- Proactive team player who is willing to take on ad-hoc tasks.
EA: 25C2690 | R1221146
