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

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 35,000 - 50,000; Full time

Job summary

A recruitment agency in Singapore is seeking a Customer Service Specialist to assist walk-in clients with onboarding for their investment platform. The ideal candidate has 2-3 years of experience in customer service and is familiar with financial markets. Strong communication skills and a tech-savvy approach are essential. Flexibility to work weekends and public holidays is required.

Qualifications

• 2-3 years of experience in customer service, financial advisory, or retail investment services.
• Familiarity with compliance and documentation requirements in the financial sector.
• Willingness to work on weekends and public holidays.

Responsibilities

• Welcome and assist walk-in customers with onboarding.
• Provide guidance on products and features.
• Handle client inquiries and escalate complex cases.
• Support sales teams in achieving client acquisition.
• Assist in promoting brand partnerships.

Skills

Customer service experience

Strong communication skills

Interpersonal skills

Familiarity with financial markets

Problem-solving skills

Tech-savvy

Flexibility

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 escalate 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.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Hong Sze Wai (Sharon)

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