Associate - Sales Focused Touchpoint Support

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Client Services Management

• Client Inquiries – Provide assistance to clients’ inquiries. This includes handling client communications via phone, email, or in-person interactions, addressing client inquiries, and providing guidance.
• Adherence to the regulators and internal policies & procedures.
• Coordinate the supporting documents with the processing hubs.
• Account Opening
• Provides guidance to the client on all the account related matters including the Trading account and CDS account inquiries.
• To ensure the completeness of the Trading Account Opening Form and CDS Opening Form together with the supporting documents.
• Settlement
• ...