Client Advisor Assistant

4 hours ago

singapore Recruit Express Pte Ltd Full-time
Responsibilities
  • Be part of a central team supporting Front Office teams activities, ensuring timely, accurate and consistent execution.
  • Serve as a knowledge centre for Front Office teams on digital and technology support, retail product processing, account lifecycle management and related operational processes.
  • Use in-house automation tools and workflow solutions to support day-to-day processing, improve turnaround time and reduce manual effort.
  • Support activities such as bespoke report preparation, client static data updates, corporate action notifications and post-execution trade capture.
  • Manage and respond to Front Office queries relating to the activities within the central team's scope.
  • Coordinate with Front Office teams to submit instructions to Middle Office and Back Office for retrieval requests and other agreed operational follow-ups.
  • Perform system entries in Private Bank platforms where required, based on the nature of the task and applicable controls.
  • Support the team with ad hoc administrative and operational duties to enable effective service delivery to Front Office teams.
  • Adhere to internal policies, procedures, operating guidelines and control requirements, escalating exceptions or issues where necessary.
  • Ensure compliance with applicable local regulations, internal policies and standards, and escalating service or control issues to relevant internal stakeholders in a timely manner.