Client Service Executive

1 week ago

Singapore Search Ally Pte Ltd Full time

Search Ally Pte Ltd SingaporePosted 2 hours ago Permanent S$3k - S$4k
- L- Posted by
- Lily Yang- RecruiterFollow
- This role is responsible for supporting the Management and Relationship Managers in their daily business operations to provide a wide range support from administration, client servicing to trade executions.

Location: Tanjong Pagar

Industry: Fund Management

**Responsibilities**:

- Support Management and Relationship Managers in their daily business activities.
- Involve interfacing with clients (mostly originating from South-East Asia and North Asia regions) and assisting Relationship Managers in taking and executing clients’ instructions.
- Ensure timely client onboarding, transaction processing and service delivery for the firm’s clients.
- Covering duties such as (but not limited to) placing trade orders, funds monitoring, processing documentation for bank brokerage, account openings and updating instruction checklists.
- Liaise with the firm’s partners and counter-parties such as private banks, securities firms, investment banks, custodian banks, fund administrators, legal firms, accounting firms, trustees etc, for matters related to clients’ trading and account maintenance requirements.
- Follow up on deals reconciliation, settlement and reporting of trades and investment transactions across different asset classes (to be centrally managed under the Company's proprietary system).
- Manage multiple projects and ongoing transactions and coordinate across different countries’ time zone to ensure timely delivery of set objectives.
- Prepare presentation materials such as PowerPoint, initiating project/process enhancement.
- Prepare and market new funds or other investment products for both internal and external parties (working closely with the Company's internal investment & portfolio team).
- Conduct KYC, customer due diligence, management and filing of clients’ and firm’s documents.
- Deliver best-in-class customer service to all internal and external clients.

**Requirements**:

- Must have minumum 2 years of proven work experience in the role of client relationship management, business development or fund management support role
- Bachelor’s Degree or Diploma or equivalent in a related field of study
- Excellent inter-personal skills
- Able to work with tight deadlines to ensure timely deliverables

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

Under the revised Employment Agencies License Condition 5(b), employment agencies (EAs) are required to collect the personal data (e.g. NRIC, FIN) of applicants referred to employers for permanent or contract job positions of at least 6 months with a fixed monthly salary of $3,300 and above. PDPA requirements on collection, use and disclosure of personal data are not applicable to EAs that are collecting such information, as it is a regulatory requirement.

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