Recruit Express
Junior Client Advisor Assistant (Up to $6.3K / Bank) #HKC
Recruit Express, Orchard, Nebraska, United States, 68764
Overview
Location: Raffles Place / Orchard (assigned, not by choice)
Contract: 6–12 Months
Salary: $3,500 – $6,300/month
HIGH conversion chance once CACS Papers 1 & 2 are completed!
Working Hours Mon–Thurs: 9AM – 6:30PM
Fri: 9AM – 5:30PM (1hr lunch break)
Job Scope
Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support.
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 escalates service issues to relevant internal stakeholders.
Requirements
Min Diploma/Degree in banking & finance/ business / related field
Preferably min 1 year of relevant experience in client servicing, operations or sales support within financial institutions
Meticulous, strong attention to details
Excellent interpersonal, communication and client interfacing skills
CACS Certification (Paper 1 & Paper 2) will be an advantage
If interested, please send me your most updated resume to WA: 65 8544 2998 or email me at: katherine@recruitexpress.com.sg
All candidates’ information will be treated with the strictest confidence
Katherine Carlen
#J-18808-Ljbffr
Contract: 6–12 Months
Salary: $3,500 – $6,300/month
HIGH conversion chance once CACS Papers 1 & 2 are completed!
Working Hours Mon–Thurs: 9AM – 6:30PM
Fri: 9AM – 5:30PM (1hr lunch break)
Job Scope
Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support.
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 escalates service issues to relevant internal stakeholders.
Requirements
Min Diploma/Degree in banking & finance/ business / related field
Preferably min 1 year of relevant experience in client servicing, operations or sales support within financial institutions
Meticulous, strong attention to details
Excellent interpersonal, communication and client interfacing skills
CACS Certification (Paper 1 & Paper 2) will be an advantage
If interested, please send me your most updated resume to WA: 65 8544 2998 or email me at: katherine@recruitexpress.com.sg
All candidates’ information will be treated with the strictest confidence
Katherine Carlen
#J-18808-Ljbffr