Associate, Client Services
3 days ago
A global financial services company, serving individual investors and institutions, including financial advisors, hedge funds and introducing brokers.
Your new role
As an associate, you will
- Respond to client enquiries across multiple communication channels
- Gain proficiency in internal platforms-such as trading tools and admin portals-to guide clients in using the automated, self-service systems.
- Educate clients on the full trading lifecycle, covering areas like account funding, position transfers, corporate actions, margin requirements, and statement reconciliation.
- Act as a problem-solver and point of contact when issues arise, taking initiative to investigate, escalate, and coordinate with global teams including Legal, Risk, IT, Cashiering, and Clearing.
- Strong product knowledge across assets
- Licensed with CMFAS 1A, 2A, CM-EIP & CM-SIP preferred
- years of experience in a similar function in middle-back operations, client services, financial services
- Opportunity to work for a global, multinational and dynamic powerhouse
- Exposure to global financial products and markets
- Competitive remuneration package
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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