Trading Client Experience Specialist

KGI Singapore; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

KGI Singapore is seeking a Customer Service Officer to be the primary touchpoint for retail and institutional trading clients. You will provide seamless operational support across phone, email, and live chat, while assisting with account onboarding and documentation.

You will perform KYC/AML preliminary checks, handle inquiries, resolve trading-related issues, and escalate complex items to the appropriate teams to ensure regulatory compliance. Bilingual English/Chinese communication is valued.

Qualifications

• Bachelor’s degree in Finance, Banking, Business, or a related field.
• Licensing/certifications (e.g., CMFAS Modules 2A, 1A, 5, 6, 6A) are highly preferred or required within probation.
• 1–3 years of customer service or front-office operational experience in brokerage/financial firm.
• Strong English and Chinese communication skills.

Responsibilities

• Provide multi-channel client support (phone, email, live chat).
• Assist with account opening, documentation, and maintenance (address updates, linked bank accounts).
• Perform KYC/AML preliminary checks to comply with regulations.
• Resolve client inquiries, trade issues, and complaints promptly; escalate as needed.
• Coordinate with Legal/Compliance for high-risk issues and with clearing/settlement teams.
• Support corporate actions, dividend queries, and position transfers.

Skills

Customer service

Front-office operations

English & Chinese

Regulatory & compliance awareness

Communication

Time management

Analytical thinking

AI productivity tools familiarity

Education

Bachelor’s degree in Finance/Banking/Business

Job description

KGI Singapore is seeking a Customer Service Officer to be the primary touchpoint for retail and institutional trading clients. You will provide seamless operational support across phone, email, and live chat, while assisting with account onboarding and documentation.

You will perform KYC/AML preliminary checks, handle inquiries, resolve trading-related issues, and escalate complex items to the appropriate teams to ensure regulatory compliance. Bilingual English/Chinese communication is valued.