Client Services Coordinator

Winvesta; Singapore; On-site; SGD 28,000 - 38,000; Full time

Job summary

Winvesta is seeking a Client Service Coordinator in Singapore to manage client transactions and foster strong communication with internal teams. This role, ideal for proactive individuals with a bachelor's degree and excellent communication skills, offers an opportunity to thrive in a dynamic fintech environment. You will play a key role in ensuring compliance and delivering exceptional service, contributing to the future of financial services.

Qualifications

• Excellent communication skills, especially in English, both verbal and written.
• Strong attention to detail and organizational skills.
• Interest in speaking with customers and ability to adapt to a fast-paced environment.

Responsibilities

• Handle client transactions and fund flow efficiently and accurately.
• Conduct basic KYC and KYB procedures to ensure compliance.
• Coordinate with internal teams to facilitate seamless transactions.

Skills

Client issue resolution

KYC procedures

Fund flow management

Communication skills

Organizational skills

Education

Bachelor's degree in any field

Job description

Location: Mahalakshmi, MumbaiAbout WinvestaWinvesta was founded by Swastik Nigam, an IIM-A graduate and former Director at Deutsche Bank, London. He has 15 years of financial services experience in equities, ETFs, fixed income, currencies, and complex regulatory banking issues.Winvesta has earned numerous accreditations in its young tenure, including: Best Emerging Fintech 2023: Bharat Fintech Summit FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur. It is also a part of the prestigious London Mayors International Business Program. The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.The RoleWe are looking for a dynamic and enthusiastic individual to join our teamJob Title: Client Service Coordinator.Location: Mahalakshmi, MumbaiExperience: 0-1 yearsIn this role, you will be responsible for managing client transactions, fund flow, conducting basic KYC on clients, creating statements, and ensuring smooth communication between internal teams and clients.The ideal candidate should be a good communicator, possess excellent communication skills, can multitask well, and be keen to learn and grow in a fast-paced and challenging environment.You must demonstrate a constant curiosity and proactiveness to push your boundaries.Responsibilities Handle client transactions and fund flow efficiently and accurately Conduct basic Know Your Customer (KYC) and Know Your Business (KYB) procedures on clients to ensure compliance. Generate and maintain client statements to provide timely updates on investments Coordinate with internal teams to facilitate seamless transactions and resolve client inquiries Assist in maintaining accurate records and documentation of client interactions. Ensure smooth communication between internal teams and clients.Requirements Bachelor's degree in any field Excellent communication skills, especially in English, both verbal and written Strong attention to detail and organizational skills Interest in speaking with customers and empathy to help resolve their issues Ability to handle objections and escalations Ability to work collaboratively in a team-oriented environment Ability to multitask and prioritize tasks effectively. Self-motivated with a strong drive Ability to adapt to a fast-paced environment. Professional and friendly demeanor.These requirements are mere indications. If you are a proactive and detail-oriented individual looking to gain hands-on experience in client services and transaction management, we'd love to talk!At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.If you are a driven and customer-focused professional looking to join a high-growth cross border firm, we would love to hear from you. Join us in delivering exceptional service to our clients and shaping the future of financial services.Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.Skills: kyc procedures,client issue resolution,fund flow management,client transactions,communication skills,financial services,documentation,client services,organizational skills,client statements,financial transactions,kyc,communication,client accounts,

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