Client Relationship Management

Key Responsibilities

• Participate in roadshows, conduct system demonstration on the use of our online trading and mobile platforms and assisting customers on the retail, corporate & institutional trading account opening.
• Be well-versed with our products offering such as equities, CFD, LFX, share margin financing and confidently introduce our product promotions to customers or prospects.
• Organise in-house seminars/ webinars and workshops to educate potential and existing customers on salient features of our platforms.
• Handle customer enquiries on their account and platform related issues.
• Handle and escalate clients’ feedback and complaints.
• Provide excellent service experience to external/internal customers through phone or other communication channels.
• Adhere to the service level targets, and any other duties as defined/assigned by Manager.
• Performing any other duties and responsibilities as assigned by the immediate supervisor from time to time.

Skills

• Able to troubleshoot desktop issues relating to customers’ web browsers and operating systems (Apple OS and Microsoft).
• Service oriented with good communication skills and willing to go the extra mile for customers.
• Good team player and able to deliver within tight deadlines.
• Exceptional interpersonal, customer service, problem-solving, verbal, and written communication, and conflict resolution skills.
• Able to multitask and remain calm under pressure, especially during intense situations.
• Interest in the financial markets would be an advantage.
• Not required but experience in a customer care division and handling of online customers would be an advantage.
• Minimum job entry is Diploma.

Personal Attributes

• Demonstrate strong customer-focused qualities and the ability to give excellent client service.
• The ability to take ownership of a client’s enquiries and possess a "go above and beyond" attitude.
• A pleasant personality and good customer orientation mindsets.