Client Services Executive

7 days ago

Singapore CAREER STORY PTE. LTD. Full time

**Client Services Executive**

**Salary**: $3,000 - $5,000 monthly

**About the Organization**

The client is a leading financial institution providing a wide range of banking and financial services to individuals and businesses. The organization is committed to delivering exceptional customer experiences and innovative financial solutions.

**Job Overview**

The Client Services Executive is responsible for delivering exceptional customer service by assisting clients with account-related transactions, time deposits, inquiries, and after-sales services. The role involves efficiently and accurately handling over-the-counter financial transactions, including deposits, withdrawals, payments, foreign currency exchanges, remittances, and other related services.

**Key Responsibilities**

1. **Daily Banking Operations**:
Conducts start and end-of-day banking activities to ensure smooth operations.

2. **Transaction Processing**:

- Handles cash and check deposits, withdrawals, encashments, foreign currency exchanges, remittances, and

other related over-the-counter transactions, with decision-making authority for amounts up to S$30,000.

3. **Time Deposit Management**:
Monitors time deposit maturities and collaborates with clients to confirm instructions for their accounts.

4. **Client Interaction & Product Promotion**:

- Provides clients with detailed information about the institution's products and services, offers tailored solutions, and actively cross-sells relevant banking products.Engages with prospective clients to explain offerings and assist them with account setup.

5. **Marketing Support & Client Liaison**:

- Supports marketing efforts by organizing and participating in events, interacting with clients, and promoting services.Acts as a Liaison Officer for Singapore-based clients

6. **Compliance & Security**:

- Maintains strict confidentiality regarding system access and passwords.Ensures compliance with internal policies, Know Your Customer (KYC) guidelines, Anti-Money Laundering Act (AMLA) regulations, Data Privacy laws, and the institution’s service quality standards.

7. **Additional Responsibilities**:

- Supports Loans and Treasury Operations when required.
- Manages small projects and performs other duties as assigned.

**Job Requirements**
- Diploma or Bachelor's degree in Banking, Finance, Business Administration, or a related field.
- 2-4 years of experience in banking, financial services, or customer service roles, preferably in a front-line or client-facing capacity.
- Excellent interpersonal and communication skills, with the ability to build rapport and maintain strong client relationships.
- Exceptional organizational and multitasking skills to manage daily operations, client inquiries, and marketing responsibilities.
- High level of integrity, professionalism, and discretion in handling sensitive client and company information.
- Immediate availability or a short notice period is an advantage.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

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