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. The Client Advisor Assistant Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client's transactions and providing excellent administrative and organizational support.
. Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.
. Prompt and accurate processing of clients banking and investment transactions. Activities include keying in of Post Executed Trades (PET), account onboarding and static maintenance, asset transfers, deposit, and loan processing.
. Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.
. Support the team with ad hoc administrative duties to ensure that optimal client service is provided.
. Ensures adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders
Interested candidates, please email your resume to [Confidential Information]
Anna See Sing Yee
CEI Reg R25157535
Recruit Express Pte Ltd
EA License No: 99C4599
We regret that only shortlisted candidates will be contacted
Job ID: 147456037
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