Senior Customer Service Analyst (Investment Platform, Client Enquiries, Financial Services) #HDC1

RECRUIT EXPRESS PTE LTD; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonus

Exposure to leading platform

System migration project

Descripción de la vacante

Recruit Express Pte Ltd is seeking a Senior Customer Service Analyst in Singapore to deliver experienced frontline support to direct clients and financial advisers, resolving complex enquiries and owning service recovery cases. You will collaborate with relevant departments to resolve issues and contribute to system migrations and process improvements.

The role requires a Diploma or Degree in Business, Finance or related discipline, with experience in financial services customer service and

Formación

• Diploma or degree in Business, Finance or related field.
• Experience in customer service within financial services or investment platforms.
• Strong problem-solving skills for complex enquiries.
• Excellent verbal and written communication skills.
• Familiar with SOPs, controls and call verification practices.
• Proficient in Microsoft Excel.
• Willing to work staggered hours.
• Calm, patient and service-oriented under pressure.

Responsabilidades

• Handle enquiries via phone, email and in-person about accounts and platform issues.
• Aim for first-contact resolution with accurate guidance.
• Own and close complex enquiries, complaints and service recovery cases.
• Coordinate with other departments to resolve service matters.
• Follow up on account applications, transfers and third-party payments.
• Perform call verification for client details and password resets.
• Staff service hotline, email, and counter during business hours.
• Support extended coverage during busy periods.
• Analyse enquiry volumes and recurring issues to suggest improvements.
• Contribute to system migrations and process-improvement projects.

Conocimientos

Customer service

Problem solving

Communication skills

Excel

Educación

Bachelor’s or Diploma in Business/Finance

Herramientas

Microsoft Excel

Descripción del empleo

A leading investment platform provider is looking for a Senior Customer Service Analyst to deliver experienced frontline support to direct clients and financial advisers. You will resolve complex enquiries, own service recovery cases and help the team improve the service experience.

What You'll Be Doing

• Handle phone, email and face-to-face enquiries on account opening, servicing, transactions and platform issues
• Deliver prompt, accurate and customer-centric advice aiming for first-contact resolution
• Own and follow through complex enquiries, complaints and service recovery cases until closure
• Coordinate with relevant departments to resolve pending service matters
• Make follow-up calls or emails on account applications, transfer requests and third-party payments
• Perform call verification for client detail updates, form amendments and password resets according to approved SOPs
• Man the service hotline, email channels and service counter during office hours
• Support extended or staggered service coverage when business needs require
• Analyse enquiry volumes and recurring issues and suggest service improvements
• Contribute to system migration and process improvement projects

What You'll Bring

• Diploma or Degree in Business, Finance or a related discipline and above
• Experience in customer service within financial services, wealth or investment platforms
• Strong problem-solving skills for complex enquiries and complaints
• Excellent verbal and written communication skills
• Good knowledge of controls, SOPs and call verification practices
• Comfortable analysing enquiry trends using Microsoft Excel
• Flexible with staggered working hours during busy periods
• Calm, patient and service-oriented under pressure

What's In It For You

• Standard office hours with occasional staggered timings
• Performance bonus
• Exposure to a leading investment platform and system migration project