Banner Default Image

Client Service Associate

Back to job search

Client Service Associate

  • Location:

    Singapore

  • Sector:

    LMA Asia Operations

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Hiong Hao Yi

  • Job ref:

    BBBH407343_1667272569

  • Published:

    about 1 month ago

  • Expiry date:

    2022-12-01

  • Client:

    LMA

Roles & Responsibilities

  • Responsible in performing end to end client on-boarding, maintenance requests and periodic reviews.
  • Documentation review on all account opening and maintenance documents, conduct KYC (CDD/AML/CFT) checks and name screenings
  • Maintenance of in-house systems including client management database, client trading accounts and KYC workflow tool
  • Handle client enquiries on trading and funding matters, including funding, withdrawal and FX conversion requests
  • Liaise and maintain effective communications with internal and external contacts on administrative tasks, exceptional and contingency situations
  • Perform BAU duties and operational tasks as necessary
  • Support new business initiatives, trading system and infrastructure enhancements
  • Lead project development, manage the development process, oversee projects implementation and budgetary control
  • Initiate and recommend process improvement, together with technology team, to improve productivity effectiveness and efficiency
  • Ensure policy and procedure are up-to-date and streamline processes where necessary
  • Other related tasks as assigned from time to time

Requirements

  • Minimum Degree from reputable institution majoring in Finance, Economics and/or Business
  • At least 3 years of relevant experience in financial services sector
  • Excellent communication skills and the ability to anticipate the needs of customers
  • Strong IT literacy, Familiar with Microsoft office software.
  • Able to read and write fluently in both English and Mandarin
  • Good oral and written communication skills and the ability to communicate effectively with peers, management and clients
  • Attention to detail and a commitment to producing high quality work under pressure

Company Reg No.: 201131609D, Licence No.: 11C4684, Reg No: R21100351