Handle assigned client service activities, including account openings, account maintenance, transaction processing, and client requests, with accuracy and timeliness
Job Summary
Handle assigned client service activities, including account openings, account maintenance, transaction processing, and client requests, with accuracy and timeliness.
Perform KYC/AML checks according to established procedures, escalating higher-risk or exceptional cases when required.
Demonstrate good self-management by organizing tasks, meeting deadlines, and maintaining consistent service quality.
Matching Summary
Handle assigned client service activities, including account openings, account maintenance, transaction processing, and client requests, with accuracy and timeliness.
Skills & Requirements
Must-have
Client service execution
Regulatory and compliance support
Operational control and quality
Client communication
Financial services experience
Nice-to-have
Customer-centric approach
Team collaboration
Positive working environment
Inclusive workplace values
Key Requirements
Bachelor's degree in Business, Finance, Economics
2-4 years of experience
Relevant regulatory license
Basic to intermediate understanding of financial products