Customer Support & Operation Associate
Key Responsibilities include (not limited to):
Operations:
1. Review and follow up on clients’ account applications via CRM and/or email and ensure compliance with regulatory requirements.
2. Perform client's Due Diligence check and update client account information.
3. Review and setting up Introducing Brokers (IBs) application.
4. Review and approval on Money Manager (PAMM) application.
5. Perform clients' trading account adjustment.
6. Review and approval on withdrawal request.
5. Perform back-office operations and support for both external and internal.
6. Perform customer service functions and correspond with clients.
7. Any other tasks and projects as assigned.
Client Support:
1. Address client enquiries and respond via applicable channels: email/ chat and call backs (if any).
2. To analyze, create, and resolve issue faced by clients.
3. Update our internal databases with information on technical issues, collect feedbacks & present report.
4. Provide a high level of professionalism and competent customer service and high level of client satisfaction.
5. Ensure high levels of client satisfaction.
6. Any other ad-hoc tasks when assigned from time to time.
1. Bachelor’s Degree/Professional Degree in any discipline. Finance/Banking/Customer Service industry is an advantage.
2. Fresh graduates are welcome to apply.
3. Understanding of necessary legal and regulatory documents.
4. Experience with operational processing, Backoffice software including MT4 admin/manager and CRM.
5. Experience in handling KYC is preferable
5. Analytical and problem solver.
6. Good Communication and interpersonal skills.
7. Being able to work with teams.
8. Good command in English & Mandarin (Verbal and Written) - MUST
9. Familiar with computer technology, including Microsoft Office, Windows and Messenger.
10. Require to work on SHIFT & PH - Shift Allowances will be given