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Client Service Officer - Private Client

Purpose of the role:

Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.

Responsibilities:

  • Handling and processing of new account documentation in coordination with SRMs/RMs who are solely responsible of the completeness and sanity of the Account opening documentation before handing over to Operations
  • Confirm with client as and when required per guidelines
  • Complete transfer of funds to Product providers
  • Accurate record keeping and assistance in providing and maintaining records
  • Meeting Credit documentation related requirements within approved guidelines - margin calls, top-ups, internal transfers etc.

Skills required:

  • Ideally university graduate
  • External certifications recognized by the JFSC (CISI IAD Level 4 is preferred)
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
  • Operational experience or aptitude for process management
  • Demonstrated client service experience
 

Private Client

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