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