Found Description
Job Duties:
• Provide administrative and client service support to Relationship Managers.
• Respond to all client enquiries and instructions in a timely and professional manner.
• Monitor transactions and activities within client accounts.
• Work alongside Relationship Managers to assist with client queries and address their business needs, including trade order execution and placement.
• Maintain client data and reports, such as contact lists, account numbers, facility details, and status of credit reviews/renewals.
• Attend to KYC/AML/CDD matters, periodic reviews, client onboarding, as well as account opening and maintenance.
• Monitor transaction status and documentation, and follow through on outstanding processes.
• Undertake other ad hoc duties as assigned.
Job Requirements:
• Minimum 5 years of relevant experience in client servicing, trade operations, or sales support within financ...