Fintech Brokerage Retail Specialist

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 30,000 - 40,000; Full time

Job summary

A recruitment agency in Singapore seeks a Customer Service Representative to assist walk-in clients with onboarding and provide guidance on investment platforms. The ideal candidate will have 2-3 years of experience in customer service or financial advisory, strong communication skills, and a familiarity with financial markets. This role involves supporting sales teams and enhancing the client experience through various operational tasks.

Qualifications

• 2-3 years of experience in customer service, financial advisory, or retail investment services.
• Strong communication and interpersonal skills.
• Familiarity with compliance and documentation requirements in the financial sector.

Responsibilities

• Welcome and attend to walk-in customers for onboarding processes at the investment platform.
• Assist with documentation and compliance checks.
• Support sales teams in achieving client acquisition and related KPIs.

Skills

Customer service experience

Strong communication skills

Familiarity with financial markets

Proactive problem-solving

Tech-savvy

Job description

A recruitment agency in Singapore seeks a Customer Service Representative to assist walk-in clients with onboarding and provide guidance on investment platforms. The ideal candidate will have 2-3 years of experience in customer service or financial advisory, strong communication skills, and a familiarity with financial markets. This role involves supporting sales teams and enhancing the client experience through various operational tasks.