Client Executive

FIS SYSTEMS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial services company in Singapore is seeking a Customer Service Representative. In this role, you will answer customer enquiries, support onboarding and perform due diligence checks. The ideal candidate holds a Diploma and has at least two years of customer service experience, with proficiency in Cantonese necessary to deal with Hong Kong clients. The role offers a flexible work environment and opportunities for professional growth.

Benefits

Flexible and creative work environment

Diverse and collaborative atmosphere

Professional development resources

Opportunities to volunteer

Competitive salary and benefits

Qualifications

• Minimum 2 years of customer service experience with financial knowledge preferred.
• Ability to meet turnaround times in a fast-paced environment.
• Experience in transfer agency or fund management is a plus.

Responsibilities

• Answer customer enquiries via phone, email, or post.
• Verify customer requests and ensure correct information.
• Understand AML/KYC requirements and detect suspicious activity.
• Support onboarding processes and perform KYC due diligence.
• Participate in business process improvement activities.

Skills

Customer service experience

Ability to work independently

Organizational skills

Proficiency in Cantonese

Education

Minimum Diploma Holder

Job description

What you will be doing

• Answer all customer enquiries received via phone, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other teams as required.
• Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion.
• Understand AML/KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escape and report these as required.
• Support new customer onboarding process and perform ongoing KYC due diligence for both corporate and retail clients to meet regulatory requirements.
• Participate in business process improvement activities to identify customer's current and future needs to streamline current service offerings and proactively enhance the customer experience.
• Keep up to date on client’s products, market conditions and regulatory requirements and make suggestions that are in the best interest of the customer, funds, and enterprise.
• Adhere to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives.
• Perform activities related to department’s mailing.
• May perform relevant operational or service ad-hoc requests assigned by leader.

What you bring

• Minimum Diploma Holder
• Minimum 2 years of customer service experience with knowledge in transfer agency, fund management or related financial areas preferred
• Ability to work independently and within a team in a fast-paced environment and meet agreed turnaround times.
• Good organizational skills, ability to multitask and perform under pressure whilst maintaining high standards.
• Proficiency in Cantonese is required to support and interact with Hong Kong clients

What we offer you

At FIS, you can learn, grow and make an impact in your career. Our benefits include:

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits