Good Opportunity for Client Services Representative with the Top online Brokerage firm
We are working with the one of the largest & well regarded Brokers to place a Client Services Representative. They will will liaise with the firm clients including but not limited to professional retail clients, institutional advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings.
Responsibilities
* Handle clients' enquiries via different channels including email, ticket, live chat and phone call
* Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with their self-service and highly automated business model
* Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation.
Core Competencies
Strong product knowledge - Equities, Options, Futures, FX
Undergraduate degree
4-6 years' experience at a global financial institution
Preferably licensed with CMFAS 1A , 2A , 6 and 6A
Please reach out to Jerry Lim at +65 92333383 or for a confidential discussion.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.