JR73565 Junior Client Advisor Assistant (6 Months)
About The Position
The Client Advisor Assistant Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support. Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner. Prompt and accurate processing of clients banking and investment transactions. Activities include keying in of Post Executed Trades (PET), account onboarding and static maintenance, asset transfers, deposit, and loan processing. Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary. Support the team with ad hoc administrative duties to ensure that optimal client service is provided. Ensures adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders
Responsibilities
- Support Relationship Managers in servicing client accounts
- Understanding, anticipating, and executing client’s transactions
- Providing excellent administrative and organizational support
- Support Client Advisors (RMs) in client interaction
- Attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner
- Prompt and accurate processing of clients banking and investment transactions
- Keying in of Post Executed Trades (PET)
- Account onboarding and static maintenance
- Asset transfers, deposit, and loan processing
- Provides information pertaining to client accounts
- Collates reports, prepares client documents and follow-ups with clients, if necessary
- Support the team with ad hoc administrative duties
- Ensures adherence to local regulations and compliance with internal policies and standards
- Escalate service issues to relevant internal stakeholders
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
