Customer Experience

TUNTUN SEKURITAS INDONESIA; Jakarta Utara; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A prominent securities company is seeking a Customer Service Associate to manage KYC documentation and assist clients with inquiries. Candidates should have 1-2 years of experience in relevant roles, strong organizational and data entry skills, and must hold a WPPE license. This position requires an immediate start and the ability to thrive in a dynamic startup environment, focusing on customer interaction across various channels.

Qualifications

• Minimum 1–2 years of experience in Customer Service or KYC-related roles.
• Strong organizational skills and attention to detail.
• Good knowledge of stocks, bonds, mutual funds, and capital markets.
• Excellent data entry and record-keeping skills.
• Comfortable working in a fast-paced environment.
• Holding a WPPE license is a MUST.
• Available to join immediately.

Responsibilities

• Perform daily reconciliation and reporting of customer data.
• Manage and maintain client KYC documentation and records.
• Process new client onboarding and account opening requests.
• Respond to customer inquiries via WhatsApp, email, and call center.
• Collaborate with internal teams to resolve customer issues.

Skills

Customer Service

KYC processes

Organizational skills

Data entry

Knowledge of capital markets

Microsoft Office

Job description

PT Tuntun Sekuritas Indonesia is an Indonesian securities company regulated by OJK, founded in 1999 under the name Quattro Asia Sekuritas. In December 2023 the company changed its name to PT Tuntun Sekuritas Indonesia and is owned by Antai Securities, a firm holding securities trading, asset management and investment advisory licenses in Hongkong.

Responsibilities

• Perform daily reconciliation and reporting of customer data to relevant financial regulators.
• Manage and maintain client Know Your Client (KYC) documentation and records in compliance with regulatory requirements.
• Process new client onboarding and account opening requests in a timely and efficient manner.
• Respond to customer inquiries via WhatsApp, email, and call center, covering topics related to the Tuntun app, stock investments, and capital markets.
• Collaborate with internal teams to resolve customer issues effectively and in a timely manner.

Qualifications

• Minimum 1–2 years of experience in Customer Service or KYC‑related roles, preferably in banking, investment management, or securities firms.
• Strong organizational skills and attention to detail, with the ability to multitask and prioritize effectively.
• Good knowledge of stocks, bonds, mutual funds, macroeconomics, and capital markets.
• Excellent data entry and record‑keeping skills with proficiency in using Microsoft Office applications.
• Comfortable working in a fast‑paced and dynamic startup environment.
• Holding a WPPE (Wakil Perantara Pedagang Efek) license is a MUST.
• Available to join immediately.