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Client Services Officer

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A company is seeking a dedicated and empathetic Client Services Officer to join their team in Singapore.

This role is perfect for someone who thrives in a fast-paced environment and possesses excellent interpersonal skills. You will be the primary point of contact for the company's clients, providing professional support and clarification on client services and trading platforms. Additionally, you will play a crucial role in client retention by developing and maintaining relationships with their clientele. This position offers an opportunity to work in a dynamic, fast-paced environment where your commitment and enthusiasm will make a real difference.

  • Primary point of contact for clients
  • Opportunity to develop long-standing relationships with clientele
  • Dynamic, fast-paced working environment

What you'll do:
As a Client Services Officer, you will be at the heart of the company's operations, acting as a bridge between their valued clients and various departments within the company. Your day-to-day responsibilities will include providing professional support to clients regarding the company’s services and trading platforms, clarifying any queries they may have. You'll also play a vital role in the onboarding process, liaising with Compliance and Back-Office Functions during KYC procedures. Your ability to provide multilingual support will be invaluable in this role. A key part of your role will be nurturing relationships with our client’s clientele, contributing significantly to client retention. You'll also handle client inquiries and complaints, ensuring they're addressed promptly and effectively.

  • Act as the focal point of contact between the client and the company
  • Provide professional support to clients in relation to the company's service, trading platforms and other relevant applications
  • Clarify trading data and platform information to clients
  • Liaise between the Compliance department and/or Back-Office Function and the client during account opening stages (KYC procedures)
  • Request and obtain necessary identification and due diligence documents from clients during onboarding process
  • Provide multilingual support to clients when necessary
  • Enhance and develop long-standing relationships with the company's clientele
  • Improve client retention through effective communication and problem-solving strategies
  • Receive client inquiries and complaints, ensuring they are referred to the Compliance Manager in an orderly and timely manner

What you bring:
The ideal candidate for the Client Services Officer role is someone who brings a blend of technical knowledge, language proficiency, and interpersonal skills. You should be proficient in English and Mandarin, enabling you to provide multilingual support to our client’s diverse client base. Your experience with KYC procedures during account opening stages will be crucial in this role. Additionally, your ability to provide professional support regarding our client’s services and trading platforms will be highly valued. A strong commitment towards improving client retention rates is essential for success in this role. Lastly, the successful candidate will already possess CMFAS 1B and 6A qualifications.

  • Excellent interpersonal skills with an ability to connect with diverse individuals
  • Proficiency in English and Mandarin to communicate with international client base
  • Experience in handling KYC procedures during account opening stages
  • Ability to provide professional support regarding company's services and trading platforms
  • Strong commitment towards improving client retention rates
  • Possession of CMFAS 1B and 6A

What sets this company apart:
This company is renowned for its supportive work environment that values the contribution of each team member. They believe in fostering a culture of continuous learning and development, providing ample opportunities for career progression. Our client’s dedication to continuous improvement extends to its own operations, taking a tech-forward approach that has been instrumental in fuelling their consistent global growth.

What's next:
If you're ready to take your career to the next level in an exciting and rewarding role, don't hesitate!
Apply today by clicking on the link!

Do note that we will only be in touch if your application is shortlisted. Robert Walters (Singapore) Pte Ltd ROC No.: 199706961E | EA Licence No.: 03C5451 EA Registration No.: R23112283 Jack Drabwell

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Operations

Industry: Financial Services

Salary: SGD4000 - SGD5000 per annum + Market Aligned

Workplace Type: Hybrid

Experience Level: Entry Level

Location: Singapore

Job Reference: F5ZA59-DC563024

Date posted: 20 May 2024

Consultant: Jack Drabwell (R23112283)

Phone number: +65 6228 5382


Jack Drabwell (R23112283)

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