Customer Service & Engagement Analyst (Contract)

Maybank Investment Banking Group; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading investment bank in Singapore seeks a Client Services Representative to manage client accounts and provide exceptional customer service. You will handle inquiries, monitor communications, and facilitate client education on investment products. Ideal candidates will possess a Bachelor's degree, 1-2 years of experience in customer service, and strong communication skills. A passion for financial markets and relevant licenses are preferred. Join us to champion our company values and enhance customer satisfaction.

Qualifications

• Minimum 1-2 years experience in customer service or relationship management.
• Strong interest in investing or trading.
• Ability to create presentations on investment products.

Responsibilities

• Handle enquiries related to client accounts and service delivery.
• Monitor inbound communication channels for timely client responses.
• Educate clients on investment products and services offered.
• Work with compliance on regulatory checks and requirements.
• Identify and promote products that align with customer needs.

Skills

Customer service

Interpersonal skills

Communication skills

Presentation skills

Time management

Problem-solving

Education

Bachelor’s degree in Banking and Finance or Economics

Tools

CMFAS Licenses (1A, 1B, 2A, 5, 6, 6A)

Job description

About Maybank Securities

Maybank Securities, a leading brokerage and investment bank with a reach extending across ASEAN, the UK and the US, offers a comprehensive suite of services. These include corporate finance & advisory, navigating debt and equity capital markets, derivatives trading, brokerage and research for both retail and institutional investors, and prime brokerage.

Job Description

• Handle enquiries relating to Maybank Securities accounts and provide high level of service to clients.
• Monitor all inbound communication channels including WhatsApp, email and phone to ensure timely response to clients.
• Where appropriate, educate the client base on a range of investment products and our services.
• Recognize recurring issues or feedback patterns to help improve products, services, or processes.
• Handle customer complaints and queries efficiently, aiming for a quick resolution to ensure customer satisfaction and loyalty.
• Work with internal departments (e.g., custody, credit, finance etc.) to resolve issues and deliver seamless customer experiences.
• Identify opportunities to promote products or services aligned with customer needs and company objectives.
• Maintain a positive attitude, strong communication skills, and the ability to manage time effectively in a fast-paced environment.
• Pass contact information and insights from top-tier clients to Relationship Managers (RMs) for follow-up and personalized service.
• Assist sales with the on boarding process from time-to-time.
• Work with compliance to ensure we are meeting regulatory requirements and assists with gathering information from clients where necessary (such as name screening exercises and other checks).
• Manage any additional day-to-day tasks that arise, such as assisting with special projects or addressing operational needs.
• Champion the company’s values by promoting desired vision, attitude and culture.

Requirements

• Bachelor’s degree in a related field (e.g. Banking and Finance, Economics etc.).
• Minimum 1-2 years of experience in customer service, relationship or account management, preferably within a related industry.
• An entrepreneurial mindset, capable of proactively seeking new opportunities and contributing ideas to the team.
• Strong interpersonal and communication skills.
• Ability to create and deliver presentations on Maybank products.
• Highly motivated with a desire to hit targets.
• A strong interest in investing, trading or financial markets in general.
• Relevant CMFAS Licenses is preferred (e.g. 1A, 1B, 2A, 5, 6 and 6A)

We regret that only short-listed candidates will be notified.