Junior/Client Advisor Assistant (Bank) #ESY

• The Client Advisor Assistant Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support.

• Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.

• Prompt and accurate processing of clients banking and investment transactions. Activities include keying in of Post Executed Trades (PET), account onboarding and static maintenance, asset transfers, deposit, and loan processing.

• Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.

• Support the team with ad hoc administrative duties to ensure that optimal client service is provided.

• Ensures adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders

Interested candidates, please email your resume to [email protected]

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted