Branch Associate / Onboarding Associate (Fintech , Branch Operation)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 42,000 - 65,000; Full time

Job summary

TRUST RECRUIT PTE. LTD. in Singapore seeks a client-focused professional to support onboarding and service delivery for financial clients. You will assist walk-in clients with account setup and guide them on app features, while handling inquiries and ensuring compliant store operations.

You will collaborate with branch teams and marketing to support events and target KPIs, with emphasis on confidentiality and regulatory adherence across daily store operations.

Qualifications

• 2-3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Strong interpersonal and communication skills, both verbal and written.
• Detail-oriented, organized, and comfortable with multitasking.
• Familiarity with compliance and documentation requirements in the financial sector.
• Holds required certifications (RES5, CM-EIP, CM-SIP, M8 and M8A) is highly preferred for this role.
• Willingness to work rotating shifts, weekends, and public holidays.
• Tech-savvy and comfortable with digital platforms and CRM systems.
• Customer-first mindset with a proactive approach to problem-solving.

Responsibilities

• Support walk-in clients with account opening and platform setup.
• Provide guidance on the app features and basic investment tools.
• Handle basic client inquiries and escalate complex cases to relevant teams.
• Educate clients on market opportunities and platform offerings.
• Ensure the store operates smoothly and complies with company standards.
• Assist with documentation, compliance checks, and backend onboarding processes.
• Maintain client confidentiality and adhere to all local financial regulations.
• Work closely with branch managers and team members on daily operations and special initiatives.

Skills

Customer service

Financial markets

Interpersonal communication

Multitasking

Attention to detail

Compliance knowledge

CRM systems

Tech-savvy

Problem-solving

Tools

CRM systems

Job description

Responsibilities

Client Servicing & Onboarding

• Support walk-in clients with account opening and platform setup.
• Provide guidance on the app features and basic investment tools.
• Handle basic client inquiries and escrow complex cases to relevant teams.
• Educate clients on market opportunities and platform offerings.

Store Operations

• Ensure the store operates smoothly and complies with company standards.
• Assist with documentation, compliance checks, and backend onboarding processes.
• Maintain client confidentiality and adhere to all local financial regulations.

Sales Support & Target Execution

• Support sales teams in achieving client acquisition and relevant KPIs.
• Assist with in-store lead follow-ups, appointments, and event-related activities.
• Participate in cross-selling investment products based on client needs (if applicable).

Marketing & Event Support

• Help coordinate in-store events, workshops, and client engagement sessions.
• Provide on-site support during marketing campaigns and roadshows.
• Assist in promoting strategic brand partnerships and community engagement efforts.

Team Collaboration

• Work closely with branch managers and team members on daily operations and special initiatives.
• Provide feedback to improve service workflows and customer experience.
• Participate in team meetings and internal training sessions.

Requirements

• 2-3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Strong interpersonal and communication skills, both verbal and written.
• Detail-oriented, organized, and comfortable with multitasking.
• Familiarity with compliance and documentation requirements in the financial sector.
• Holds required certifications (RES5, CM-EIP, CM-SIP, M8 and M8A) is highly preferred for this role.
• Willingness to work rotating shifts, weekends, and public holidays.
• Tech-savvy and comfortable with digital platforms and CRM systems.
• Customer-first mindset with a proactive approach to problem-solving.