Client Services Representative

Position Summary:

We are currently seeking a dynamic and customer-focused individual to join our team as a Client Services Representative. In this role, you will serve as the primary liaison between our clients and our organization, ensuring that their needs are met with excellence and efficiency.

Job Details:

• Work from Home
• Monday to Friday | schedule to be determined
• *Following Singaporean Holidays

Responsibilities:

• Client Communication:
  • Act as the primary point of contact for client inquiries, requests, and concerns across various communication channels.
  • Cultivate and maintain strong client relationships by delivering timely, accurate, and professional assistance.
  • Effectively communicate with clients to grasp their needs, preferences, and objectives.
• Client Onboarding and Training:
  • Guide new clients through the onboarding process to facilitate a seamless transition and positive initial experience.
  • Provide comprehensive training and support to clients to enable them to utilize our services proficiently.
• Issue Resolution:
  • Address client issues and concerns promptly and efficiently, aiming for swift resolution and utmost satisfaction.
  • Escalate complex matters to the appropriate department or managerial level for further assistance and resolution.
• Client Engagement:
  • Proactively engage with clients to gather feedback, understand their preferences, and identify areas for enhancement.
  • Gather and analyze client feedback to drive improvements in our services and processes.
• Client Relationship Management:
  • Maintain accurate records of client interactions, inquiries, and resolutions to ensure effective communication and follow-up.
  • Regularly follow up with clients to ensure continued satisfaction and address any additional needs or inquiries.
• Cross-functional Collaboration:
  • Collaborate with internal departments to facilitate seamless communication and alignment in meeting client requirements.
  • Share client feedback and insights with relevant teams to drive continuous improvement and optimize the client experience.

Requirements:

• Bachelor's degree in Business Administration, Finance, or a related field.
• Demonstrated experience in customer service or client support roles.
• Exceptional communication and interpersonal skills.
• Strong problem-solving capabilities and a proactive approach to issue resolution.
• Ability to multitask, prioritize tasks, and thrive in a fast-paced environment.
• Knowledge of financial markets, trading, and investment products is advantageous.
• Commitment to upholding high standards of professionalism, integrity, and client service excellence.