Customer Service Representative for Institutional Investors
1 week ago
Hélius Technologies PTE. LTD. is a leading financial services provider offering innovative solutions to institutional investors.
Salary
The estimated annual salary for this role is SGD 45,000 - 60,000, depending on experience and qualifications.
Job Description
We are seeking an experienced Banking Call Centre Agent to join our team as a Customer Service Representative for Institutional Investors. The successful candidate will be responsible for providing exceptional customer service to institutional investors active in public markets.
Key Responsibilities:
- Client Service Officer (CSO) for institutional investors, covering asset managers, hedge funds, and family offices.
- Support Relationship Managers (RMs) in client KYC documentation, account opening, and onboarding processes.
- Assist RMs with fixed deposit matters, including placements, rollovers, and withdrawals.
- Lead client account maintenance processes, including change of account mandates, multi-currency account currency opt-ins, fee debiting, fee waivers, entity/account name changes, and account closure procedures.
- Be responsible for payments and transactional matters, including RFI queries, manual exceptions, agent bank queries, GIRO rejections.
- Assist RMs with account retagging and data cleanup and maintenance.
- Perform other ad-hoc tasks and projects assigned by RMs/team, such as revenue data collation, events, sales, marketing, etc.
Required Skills and Qualifications
- Excellent customer service skills, CRM knowledge, and strong listening skills.
- Proficient in Microsoft Office and Microsoft Excel.
- Strong telephone manner, target-driven, and excellent conflict resolution skills.
Benefits
- Competitive salary range SGD 45,000 - 60,000 per annum.
- Opportunities for career growth and professional development.
- Collaborative and dynamic work environment.
Others
This role requires a smooth end-to-end journey for customers from onboarding to settlement of trades by working closely with product teams and support units.
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