Client Service Officer

2 weeks ago


Singapore DADACONSULTANTS PTE. LTD. Full time
Roles & Responsibilities

Our client is a well known bank in Singapore

Key Responsibilities:

  • Provide administrative and client service support to Relationship Managers (RMs) serving Private Banking clients
  • Respond to client inquiries, resolve issues, and fulfill requests
  • Monitor client account transactions and activities
  • Assist RMs in delivering financial advisory services to clients
  • Maintain accurate client data and reports
  • Perform administrative tasks, such as scheduling appointments, preparing correspondence, and coordinating travel arrangements
  • Collaborate with internal teams, including Product Groups and Operations
  • Ensure compliance with regulatory requirements and internal policies

Requirements:

  • Minimum 3 years of experience in client servicing, operations, or sales support within financial institutions
  • Bachelor's degree or diploma from a reputable institution
  • Strong knowledge of financial products and services
  • Excellent interpersonal, communication, and client-facing skills
  • Meticulous attention to detail and ability to work in a fast-paced environment
  • Collaborative mindset with ability to work across departments
  • Preferably CACS certified

Desirable Traits:

  • Future-oriented mindset with ability to innovate and adapt to change
  • Empathetic, passionate, and resilient in a dynamic environment
Tell employers what skills you have

Wealth Management
Front Office
Sales
Travel Arrangements
Investigation
Hospitality Industry
Private Banking
Transaction Banking
Adapt to Change
Compliance
Attention to Detail
Financial Advisory
Regulatory Requirements
Scheduling
Laboratory

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