OSPL Investor Hub Customer Service Officer

1.Customer Interaction and Support

Provide prompt and professional service to customers.

Handle customer enquiries, complaints and resolving issues relating to the accounts, trades and services efficiently.

Guide customers on using self-service options such as online trading or mobile apps.

Maintain a positive, empathetic, and professional attitude toward customers at all times.

2.Account Management

Assist customers with account openings, estate accounts, account closures, share and fund transfers, settlement instructions, maintenance of personal information, trading eligibility requirement such as CAR/CKA/SIP.

Ensure that all documents and transactions handled over the counter are reviewed with relevant supporting documents, processed accurately and efficiently.

3.Product and Services Knowledge

Stay informed about OSPL products, services and processes to effectively respond to customers where necessary.

4.Compliance and KYC

Perform video verification for customers applications/transactions who are unable to visit Investor Hub.

Ensure compliance with Group and OSPL policies and procedures and regulatory requirements during customer interactions and transactions.

5.Problem resolution

Identify and resolve customer complaints or issues in a timely manner.

Escalate complex issues to appropriate department or management where necessary.

Follow up on customer requests and ensure timely resolution.

6.Record Keeping

Maintain accurate records of all customer interactions, transactions and any follow up actions required.

7.Continuous Improvement to services

Contribute to service excellence by proactively providing feedback and input into improving the service.

Attend customer service-related trainings to upskill and certification.

8.Team Collaboration

Work collaboratively with colleagues and other departments to ensure a seamless customer experience.skills.