Retail Store Associate - Brokerage / Fintech (Basic + AWS + VB + KPI Bonus) HSW

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

Responsibilities

• Welcome and attend to walk-in customers, assist them with the onboarding process investment platform
• Provide basic guidance on products and platform features.
• Assist with documentation, compliance checks, and backend onboarding processes
• Handle basic client inquiries and elevate complex cases to relevant teams
• Educate clients on market opportunities and platform offerings
• Support sales teams in achieving client acquisition and relevant KPIs
• Assist with in-store lead follow-ups, appointments, and event-related activities
• Help coordinate in-store events, workshops, and client engagement sessions
• Provide on-site support during marketing campaigns and roadshows
• Assist in promoting strategic brand partnerships and community engagement efforts
• Work closely with branch managers and team members on daily operations and special initiatives
• Provide feedback to improve service workflows and customer experience

Requirements

• 2-3 years of experience in customer service, financial advisory, or retail investment services
• Strong communication and interpersonal skills.
• Familiarity with financial markets, brokerage platforms, and investment products.
• Proactive in problem-solving and dedicated to user experience.
• Familiarity with compliance and documentation requirements in the financial sector
• Tech-savvy and comfortable with digital platforms and CRM systems
• Flexibility to work on weekends, public holidays, and shifts.

How to Apply

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website

www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Hong Sze Wai (Sharon)

EA Personnel Reg No: R25128240