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Home Singapore Client Services Representative

Client Services Representative

Full time at Morgan McKinley in Singapore
Posted on March 27, 2024

Job details

We are working with the one of the largest & well regarded Brokers to place a Client Services Representative. They will will liaise with the firm clients including but not limited to professional retail clients, institutional advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings. Responsibilities * Handle clients' enquiries via different channels including email, ticket, live chat and phone call * Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with their self-service and highly automated business model * Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation. Core Competencies

  • Strong product knowledge - Equities, Options, Futures, FX
  • Undergraduate degree
  • 4-6 years' experience at a global financial institution
  • Preferably licensed with CMFAS 1A , 2A , 6 and 6A
Please reach out to Jerry Lim at +65 92333383 or for a confidential discussion. Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted. EA Licence No : 11C5502 Registration No : R1872371

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