Client Service Officer

Singapore - Singapore

Monthly Salary: Not Disclosed

Experience Required: 10years

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

On behalf of one of its clients in wealth management the French Chamber of Commerce is looking for a Client Service Officer.

In this role you will support one or several Relationship Managers in delivering high-quality service to a portfolio of clients across the EAM Southeast Asia and North Asia markets.

Working within a dedicated client service team and reporting to a Client Service Manager you will be responsible for handling the operational and administrative aspects of client portfolio management. You will play a key role in ensuring efficient coordination between Relationship Managers clients and internal teams while maintaining the highest standards of service compliance and confidentiality.

This position requires strong organizational skills attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Key responsibilities include:

Providing day-to-day administrative and operational support to Relationship Managers in the management of their client portfolios
Preparing account documentation onboarding files and client instructions in accordance with internal procedures and regulatory requirements
Coordinating with internal stakeholders (such as Compliance and Operations teams) to ensure timely and accurate processing of client requests
Monitoring transactions and following up to ensure proper execution and settlement of activities
Maintaining accurate and up-to-date client records in internal systems
Acting as a point of contact for clients regarding operational and administrative enquiries
Ensuring the highest level of confidentiality and adherence to internal policies risk controls and regulatory standards
Supporting additional tasks and projects as required

Requirements

Bachelors degree or equivalent qualification
CACS Paper 1 and 2
510 years of experience in a client servicing role within Private Banking Wealth Management or a similar financial services environment
Strong understanding of banking operations and client servicing processes
Excellent written and verbal communication skills with additional language skills depending on market requirements
High level of attention to detail and ability to maintain accuracy under tight deadlines
Strong organizational and coordination skills with the ability to manage multiple priorities simultaneously
Excellent interpersonal skills and ability to interact effectively with internal teams and clients
Client-oriented mindset with a proactive and solution-focused approach
Ability to work efficiently in a fast-paced environment
Team-oriented attitude with a collaborative and responsible approach to work
Other Industry certification or professional qualification would be a plus

On behalf of one of its clients in wealth management the French Chamber of Commerce is looking for a Client Service Officer.In this role you will support one or several Relationship Managers in delivering high-quality service to a portfolio of clients across the EAM Southeast Asia and North Asia mar...

On behalf of one of its clients in wealth management the French Chamber of Commerce is looking for a Client Service Officer.

In this role you will support one or several Relationship Managers in delivering high-quality service to a portfolio of clients across the EAM Southeast Asia and North Asia markets.

This position requires strong organizational skills attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Key responsibilities include:

Providing day-to-day administrative and operational support to Relationship Managers in the management of their client portfolios
Preparing account documentation onboarding files and client instructions in accordance with internal procedures and regulatory requirements
Coordinating with internal stakeholders (such as Compliance and Operations teams) to ensure timely and accurate processing of client requests
Monitoring transactions and following up to ensure proper execution and settlement of activities
Maintaining accurate and up-to-date client records in internal systems
Acting as a point of contact for clients regarding operational and administrative enquiries
Ensuring the highest level of confidentiality and adherence to internal policies risk controls and regulatory standards
Supporting additional tasks and projects as required

Requirements

Bachelors degree or equivalent qualification
CACS Paper 1 and 2
510 years of experience in a client servicing role within Private Banking Wealth Management or a similar financial services environment
Strong understanding of banking operations and client servicing processes
Excellent written and verbal communication skills with additional language skills depending on market requirements
High level of attention to detail and ability to maintain accuracy under tight deadlines
Strong organizational and coordination skills with the ability to manage multiple priorities simultaneously
Excellent interpersonal skills and ability to interact effectively with internal teams and clients
Client-oriented mindset with a proactive and solution-focused approach
Ability to work efficiently in a fast-paced environment
Team-oriented attitude with a collaborative and responsible approach to work
Other Industry certification or professional qualification would be a plus