Purpose of the role:
You will provide excellent client service in partnership with the Sales, Operations and controls functions. Undertake proactive welcome call programme to ensure clients onboarding journey , funding etc is completed.
Responsibilities:
- Time deposit transactions
- Fund and portfolio transfers
- Provide clients with banking information and other general non investment related activities
- Addition or change of personal details
- 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
- Non-advised trade support (subject to appropriate regulatory qualification and T&C guidelines)
Skills required:
- Operational experience or aptitude for process management
- Demonstrated client service experience
- Ideally university graduate
- External certifications recognized by the JFSC (CISI IAD Level 4 preferred)