Client Services Specialist – Brokerage Operations Singapore

Charles Schwab; Singapore; On-site; SGD 60,000 - 80,000; Full time

Benefits offered by this job

Pension plan

Paid vacation leave

Parental leave

Medical insurance

Employee Assistance Program

Travel insurance

Job summary

Charles Schwab Singapore is seeking a Specialist to support clients and partners across account opening, maintenance, cashiering, and general servicing. You will review requests for completeness, apply regulatory requirements, and communicate clearly with clients while coordinating with partner teams in a regulated brokerage environment.

This on-site role requires a diploma or degree in business or finance, familiarity with securities practices, proficiency in Microsoft Office, and strong

Qualifications

• Diploma/degree in business, finance or related discipline preferred.
• Familiarity with securities practices and local regulators is a plus.
• Proficient in MS Office and able to learn systems quickly.

Responsibilities

• Review and process account opening and maintenance requests in line with procedures.
• Perform client due diligence, AML and sanctions checks, escalating risks as needed.
• Assist clients via phone, email, chat, and in-person channels.
• Notify clients and partners of missing information or processing status.
• Review information before money movements to minimize errors and risk.
• Maintain accurate case notes and documentation in systems.
• Collaborate with Compliance, Operations and other teams to resolve issues.
• Follow SLAs and contribute to continuous improvement initiatives.
• Support special projects and events as required.

Skills

Customer service

Attention to detail

Microsoft Office

Regulatory awareness

Education

Diploma or degree in business/finance

Tools

Brokerage systems

Workflow systems

Job description

Charles Schwab Singapore is seeking a Specialist to support clients and partners across account opening, maintenance, cashiering, and general servicing. You will review requests for completeness, apply regulatory requirements, and communicate clearly with clients while coordinating with partner teams in a regulated brokerage environment.

This on-site role requires a diploma or degree in business or finance, familiarity with securities practices, proficiency in Microsoft Office, and strong