Customer Service Executive | Financial Services #HDCC

Recruit Express Pte Ltd; Singapore; On-site; SGD 33,000 - 47,000; Full time

Job summary

Recruit Express Pte Ltd in Singapore is seeking a customer service professional to join our dynamic financial services team. You will be the frontline contact across calls, emails and case management channels, delivering personalised support to customers and advisers.

This role requires empathy, clear communication, and a proactive approach to resolving enquiries while complying with internal policies and regulatory requirements.

Qualifications

• Customer-focused with a passion for delivering excellent service.
• Strong verbal and written communication skills; able to handle sensitive situations with professionalism.
• Experience in customer service, especially in insurance or financial services, is advantageous.

Responsibilities

• Handle customer and financial adviser enquiries via calls, emails, and case management channels.
• Provide timely and accurate assistance on policy-related matters and service requests.
• Guide customers on using online portals and mobile applications.
• Manage escalated enquiries professionally and work towards effective resolutions.
• Conduct outbound calls to welcome new customers and follow up on outstanding enquiries or requests.
• Monitor cases and ensure closure within established service standards.
• Adhere to internal policies, procedures, and regulatory requirements.
• Support departmental administration, workflow improvements, and other projects.

Skills

Customer service

Communication skills

Empathy

Team player

Education

Diploma

Tools

CRM software

Job description

Passionate about customer service? Take the next step in your career!

Join a dynamic financial services team where you will play a key role in delivering excellent customer experiences across multiple service channels. If you enjoy helping customers, resolving enquiries, and providing personalised support, this could be the opportunity for you!

Key Responsibilities

• Handle customer and financial adviser enquiries, requests, feedback, and complaints via calls, emails, and case management channels.
• Provide timely and accurate assistance on policy-related matters and service requests.
• Guide customers on using online portals and mobile applications.
• Manage escalated enquiries professionally and work towards effective resolutions.
• Conduct outbound calls to welcome new customers and follow up on outstanding enquiries or requests.
• Monitor cases and ensure all requests and complaints are followed through to closure within established service standards.
• Adhere to internal policies, procedures, and relevant regulatory requirements.
• Support departmental administration, workflow improvements, and other assigned projects.

Requirements

• Minimum Diploma qualification.
• Customer-focused with a strong passion for delivering excellent service.
• Experience in customer service, particularly in insurance or financial services, would be advantageous.
• Strong verbal and written communication skills, with the ability to handle sensitive situations with empathy and professionalism.
• Good understanding of customer needs and the ability to manage escalated enquiries effectively.
• A proactive team player who is adaptable, willing to learn, and committed to continuous improvement.