Officer, Client Services

2 weeks ago


Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time

**About CGS International**

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

1) Handle processing of clients’ updates and changes to their accounts

2) Perform due diligence checks and process account opening for retail/corporate/institutional clients

3) Data entry to in-house system for new clients and existing accounts

4) Scan and archive forms/correspondence for new and existing accounts

5) Collect letters/correspondences to and from other departments, including opening of mails

6) Greet visitors/clients at Front Office and help them navigate through office

7) Maintain calendars for appointments including statistics collation and register of visitors

8) Arrange/receive couriers and liaises to sort/distribute to recipients

9) Perform any other responsibilities/tasks as assigned by immediate supervisor from time to time

10) Good understanding on how to establish the SOW/SOF of individuals, corporates, and beneficial owners.

11) Advise on proof required to initiate the corroboration.

12)Ensure adequacy of the assessments supported by documentary evidence.

13)Ensure corroboration efforts are done timely.

14)Close collaboration with Compliance to clear all cases according to KYC/AML and company standard.

**Responsibilities**:

- Able to converse in both english and chinese to speak to external client
- Proficient with Microsoft Skills eg. Excel, Word and Powerpoint
- Working experience preferably from a financial institution with adequate knowledge on corroboration of SOW/SOF
- minimum GCE 'O' Level
- Good interpersonal and communication skills
- A pleasant personality and good customer orientation mind sets
- **6 months contract role



  • Singapore MUFG Investor Services Full time

    Full-time Office Location: Singapore Rank: Director Employment Type: Permanent Full Time **Company Description**: Experience something Brilliantly **Different**with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global...


  • Singapore HELU-TRANS (S) PRIVATE LIMITED Full time

    **Job responsibilities** - To communicate clearly and concisely with supervisor and colleagues (especially on client’s request and instructions) - To perform administrative works, such as but not limited to filing, billing, follow-up with job files in a timely and accurate manner - Assist with liaising with clients’ request in a timely manner - Prompt...


  • Singapore NEW HOPE COMMUNITY SERVICES Full time

    **Job Summary**: As the Client Engagement Officer at New Hope Community Services, you will be an integral part of our mission to bring change into the lives of the displaced and disadvantaged in the community. You’ll look after the safety and well-being of the residents in our shelter, ensuring day-to-day operations run smoothly so that our beneficiaries...


  • Singapore RESTE LABORATORIES PTE. LTD. Full time

    **Job Purpose**: The main job responsibility for this position is the accurate and efficient registration and administration of tests orders and ensure test reports are sent to clients within set turn around time. **Responsibilities**: Laboratory Client Service tasks include: - Answering and routing of incoming telephone calls. - Liaising with the despatch...


  • Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    Roles & Responsibilities Key Responsibilities Customer Relationship Management:Acting as a liaison between clients and the company, developing strong relationships, and ensuring customer satisfaction. Brand Promotion:Representing the company at events, demonstrating products, providing information on services, and creating a positive brand image. ...


  • Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesKey ResponsibilitiesCustomer Relationship Management:Acting as a liaison between clients and the company, developing strong relationships, and ensuring customer satisfaction. Brand Promotion:Representing the company at events, demonstrating products, providing information on services, and creating a positive brand image. Customer...


  • Singapore MUFG Investor Services Full time

    **Company Description** About MUFG Investor Services**: Experience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking...


  • Singapore The Consulting Partnership Full time

    My client is a market leading provider of advanced financial trading and back office solutions globally. We are currently seeking a new member to the Client Services team, with an ambition to be part of a growing company whose goal is to accelerate their growth and talent pool within the APAC region. **Areas of responsibility** - Support, monitor and...


  • Singapore Citi Full time

    **Responsibilities**: - Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. - Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely. - Take ownership of...


  • Singapore TDCX Full time $42,000 per year

    Up to $3.5k per month 1 month completion bonus attractive benefits Client Service Officer Banking Financial Institution Location: Central Working Hours: Monday to Friday - 830am to 530pmJob Responsibilities Handle customer enquiries via phone (main), email, live chat & walk-ins Manage complaints, escalations & feedback Support night desk & HK desk on...