Client Service Representative, Financial Operations
7 days ago
We are seeking an experienced Client Service Representative to join our team in financial operations. This role will provide exceptional service to clients, investment managers, and partners by acting as a primary point of contact for day-to-day operational needs related to complex client accounts.
Key Responsibilities- Provide timely and effective communication with clients, investment managers, and partners to resolve issues and address their concerns.
- Monitor overall account status, assess the impact of transactions on total account relationships, and take appropriate actions to mitigate any negative effects.
- Coordinate daily contact with Investment Managers regarding client account activities, informing them of exceptions and proposed steps for resolutions.
- A comprehensive understanding of processes, procedures, systems, and concepts within the job discipline.
- Strong analytical and communication skills to effectively exchange ideas and information with colleagues and external contacts.
- Ability to work independently and collaboratively as part of a team, with a positive attitude and self-motivation.
As a Northern Trust partner, you will have access to a range of benefits, including:
- A competitive salary range of $80,000 - $110,000 per annum, depending on experience.
- A dynamic and inclusive work environment that encourages collaboration and professional growth.
- Ongoing training and development opportunities to enhance your skills and knowledge.
-
Client Services Executive
4 months ago
Singapore IFAST FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities To provide the Financial Adviser operational and administrative support such as appointment scheduling; To support the Financial Adviser in the administrative aspects of his advisory business such as handling day-to-day processing of client trades; Resolve any transactional and operational issues and follow-up on...
-
Financial Services Representative
6 days ago
Singapore Phillip Securities Full timeUnlock Your Earning Potential with Our Financial Services RoleAs a leading player in the financial services industry, Phillip Securities offers an exciting opportunity for ambitious individuals to join our team as a Financial Services Representative.We are committed to helping our clients achieve their financial goals through expert advice and guidance. As a...
-
Financial Services Representative
2 weeks ago
Singapore TALENTVIS SINGAPORE PTE. LTD. Full timeJob Title: Financial Services RepresentativeWe are seeking a skilled and charismatic Financial Services Representative to join our team at Talentvis Singapore Pte. Ltd.
-
Client Service Representative
3 weeks ago
Singapore HSBC Full timeAbout the RoleWe are seeking a high-calibre professional to join our team as a Client Service Executive at HSBC Private Bank. As a Client Service Executive, you will be responsible for maintaining the highest standard of excellence in client service by attending to client enquiries and requests.Key ResponsibilitiesMaintain the highest standard of excellence...
-
Client service representative
4 days ago
Singapore Syfe Pte. Ltd. Full timeSupercharge your savings with our Cash Management solutions. Syfe is a digital investment platform with a mission to empower people to grow their money confidently, and choose the future they want to live. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary...
-
Client Service Representative, CLG
4 weeks ago
Singapore Northern Trust Full timeAbout Northern Trust: Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core principles of service, expertise, and integrity. Our team is dedicated to delivering...
-
Financial Services Representative
2 weeks ago
Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team in Singapore. As a key member of our front office, you will be responsible for delivering exceptional customer service and ensuring the smooth execution of financial transactions.
-
Financial Services Representative
2 weeks ago
Singapore ADECCO PERSONNEL PTE LTD Full timeCompany OverviewA leading global bank with a strong presence in Asia.About the RoleA financial services representative will be responsible for serving retail clients and providing expert advice on banking products.The primary focus will be on proactive client engagement through branch banking, tele-appointments, and outreach programs.Serving clients to...
-
Financial Services Representative
6 days ago
Singapore OCBC Bank Full timeJob OverviewThe OCBC Bank is seeking a talented Financial Services Representative to join our Consumer Financial Services division in Malaysia. This role offers an exciting opportunity for aspiring graduates to build a rewarding career in consumer banking and wealth management.About the RoleWe provide a comprehensive range of financial products and services...
-
Corporate Financial Services Representative
2 weeks ago
Singapore UOB KAY HIAN PRIVATE LIMITED Full timeJob SummaryWe are seeking a highly skilled and experienced Corporate Financial Services Representative to join our team at UOB Kay Hian Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with clients, primarily Japanese, and providing exceptional customer service.About the RoleSupport Relationship...
-
Financial Services Representative
16 hours ago
Singapore OCBC Bank Full timeUnlock Your Potential as a Financial Services RepresentativeCareer Opportunity with OCBC Bank - MalaysiaWe offer an accelerated career path for aspiring graduates to be future leaders in Consumer Banking & Wealth Management. This comprehensive and hands-on assignment provides exposure to real-world challenges, enabling you to demonstrate critical thinking...
-
Financial Services Consultant
2 months ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...
-
Financial Services Representative
7 days ago
Singapore OCBC Bank Full timeRole SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at OCBC Bank. As a key member of our Consumer Financial Services division, you will play a vital role in providing exceptional banking solutions to our customers.About the RoleIn this exciting opportunity, you will be responsible for...
-
Financial Services Coordinator
2 weeks ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at GLOBAL FINANCIAL CONSULTANTS PTE. LTD.About the RoleThis is a fantastic opportunity for a motivated individual to take on a key support role in our finance department. As a Financial Services Coordinator, you will be responsible for...
-
Financial Services Representative
4 weeks ago
Singapore PHILLIP NOVA PTE. LTD. Full timeExciting Opportunity at Phillip Nova Pte. Ltd.We are seeking a highly motivated and results-driven Financial Trading Sales Representative to join our dynamic team at Phillip Nova Pte. Ltd. As a key player in our sales division, you will be responsible for acquiring new customers and expanding our market presence through effective product recommendations and...
-
Client service representative
4 days ago
Singapore Syfe Full timeAbout SyfeSyfe is a digital investment platform with a mission to empower people to build their wealth for a better future.Faced with information overload and competing priorities, people with the desire to improve their wealth and financial future lack the time, patience and know-how to put their money to work. Current solutions fail to solve the friction...
-
Senior Global Futures Trader
16 hours ago
Singapore DA Financial Service Full timeOverview of the Company:DA Financial Service is a leading financial institution that provides comprehensive trading solutions to clients worldwide.
-
Veterinary Client Service Representative
4 weeks ago
Singapore THE ANIMAL CLINIC PTE LTD Full timeRoles & ResponsibilitiesCome and join our loved Small Animal general practice located at Lorong L Telok Kurau, where you will feel happy to walk through the door each day! We have a positive, kind and cheerful environment, with a great and stable low turn-over team of happy and supportive nurses and client service representatives who make any veterinarian's...
-
Futures Trader
4 weeks ago
Singapore DA Financial Service Full time**Job Summary**DA Financial Service is seeking a highly skilled Futures Trader to join our team. As a Futures Trader, you will be responsible for providing dealing services in global futures products and executing clients' trade requests into the respective exchanges.**Key Responsibilities**Provide dealing services in global futures products and executing...
-
Client Service Representative
3 weeks ago
Singapore Bank of Singapore Full timeWe are constantly on the lookout for exceptional individuals to support our Private Banking team in Greater China North Asia. At Bank of Singapore, we promote a culture of openness, teamwork and fairness. Our people development programmes help you grow professionally and personally. We offer attractive remuneration packages and non-financial benefits, as...