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Client Service Associate

1 month ago

Singapore PROVIDEND HOLDING PRIVATE LIMITED Full time
Roles & Responsibilities

We are seeking for a detail-oriented and client-focused individual to join our team as a Client Service Associate in our Operations team. This role will play a crucial part in ensuring a smooth transition for our clients' investment accounts to a new platform and providing excellent support for client portal-related queries. In this role, you will act as a liaison between clients, business partners and internal stakeholders. The primary responsibilities of this position include but not limited to:


  • Coordinate and execute the migration of clients' investment accounts from one platform to another, ensuring accuracy and timeliness
  • Serve as the main point of contact for clients regarding the issuance and management of client portals, providing timely and accurate information
  • Collaborate with internal teams to resolve any issues or queries related to client accounts migration and portal issuance
  • Contribute to the improvement of processes and procedures related to client accounts migration and portal issuance
  • Support in other duties as assigned

Requirements

To excel in this role, you should possess the following:

  • Prior experience in a similar role
  • Strong attention to detail and ability to work with a high level of accuracy
  • Excellent listening and communication skills
  • Ability to prioritize and manage multiple tasks simultaneously
  • Is good team player with the ability to work independently and diligently
  • Proficient in Microsoft Office applications

Tell employers what skills you have

CRM
Troubleshooting
Microsoft Office
Data Analysis
Strong Attention To Detail
Customer Experience
Ability To Work Independently
Customer Interaction
Customer Support
Interpersonal Skills
Customer Relationships
Administration
Pressure
Communication Skills
Team Player
Customer Service
Customer Orientation
Ability to Prioritize

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